Unit Trust Performance

Access unit trust performance figures with investonline.co.za

Unit trust performance figures are a key feature of our online information portal. At Investonline, we believe that providing our clients with concise and accurate data is the very basic element of our service and is to be expected across all of our dealings. By ensuring that our investors understand the fine print regarding their investment decisions, each client can weigh up all possible avenues before settling on expectations and long-term commitments.

Investonline unit trust performance is tracked in an easy-to-use spreadsheet/chart, showing the past performance of its premium branded unit trusts offered over the last seven years. One can use this to assess the best performing unit trusts at any given time.

Aggressive 1 year3yrs5yrsData as at 30 April 2019
Allan Gray Equity A1.64.86.5More InfoInvest
Coronation Top 20 A0.65.24.6More InfoInvest
Foord Equity R0.9-0.42.5More InfoInvest
Prudential Dividend Maximiser A2.35.65.9More InfoInvest
Prudential Equity A4.37.16.6More InfoInvest
36ONE BCI Equity6.15.17.8More InfoInvest
Marriott Dividend Growth R0.12.86.4More InfoInvest
Satrix ALSI Index A13.05.65.8More InfoInvest
Satrix MSCI World Equity Index FF A221.110.513.0More InfoInvest
Investec Equity Fund4.84.38.1More InfoInvest
Allan Gray SA Equity Fund0.54.2More InfoInvest
PSG Equity Fund Class E- InfoInvest
Investec Value Fund16.4-1.03.7More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 30 April 2019
Coronation Balanced Plus A3.64.96.4More InfoInvest
PSG Flexible- InfoInvest
Nedgroup Investments Opportunity Fund9.24.87.0More InfoInvest
Foord Flexible FoF B28.24.57.5More InfoInvest
Rezco Managed Plus Fund7.93.96.1More InfoInvest
Truffle MET Flexible Fund9.85.18.2More InfoInvest
Nedgroup Investments Core Accelerated Fund3.2More InfoInvest
Coronation Market Plus Fund4.34.96.1More InfoInvest
Moderate 1 year3yrs5yrsData as at 30 April 2019
Allan Gray Balanced A4.15.37.4More InfoInvest
Coronation Capital Plus5.44.65.3More InfoInvest
Foord Balanced B25.03.65.6
More InfoInvest
Investec Managed A4.75.78.3More InfoInvest
Investec Opportunity A9.25.07.2More InfoInvest
Investec Worldwide Flexible Fund4.51.8More InfoInvest
Laurium Balanced Prescient8.510.4More InfoInvest
Prudential Balanced A5.16.47.7More InfoInvest
PSG Balanced A- InfoInvest
Nedgroup Core Diversified4.75.17.3More InfoInvest
Rezco Value Trend A5.73.55.5More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 30 April 2019
Coronation Balanced Defensive A7.66.3
7.1More InfoInvest
Investec Cautious Managed A9.86.17.1More InfoInvest
Nedgroup Inv Stable A6.85.46.9More InfoInvest
Prudential Inflation Plus X2.44.16.5More InfoInvest
Prosperity IP Worldwide Flexible FoF A10.06.7More InfoInvest
Sanlam Investment Management
Inflation Plus Fund InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 30 April 2019
Allan Gray Bond A7.210.89.3More InfoInvest
Allan Gray Money Market7.77.97.4More InfoInvest
Allan Gray Optimal A10.85.98.3More InfoInvest
Allan Gray Stable A5.86.98.2More InfoInvest
Foord Conservative b27.35.26.2More InfoInvest
Coronation Strategic Income7.98.68.3More InfoInvest
Investec Diversified Income A7.88.08.0More InfoInvest
Kagiso Stable Fund14.59.17.8More InfoInvest
Nedgroup Inv Flexible Inc A9.88.58.4More InfoInvest
Nedgroup Core Guarded6.46.37.7More InfoInvest
Prescient Income Provider Fund InfoInvest
Property 1 year3yrs5yrsData as at 30 April 2019
Nedgroup Inv Property A1-26.2-5.21.5More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund28.15.012.6More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 30 April 2019
Allan Gray - Orbis Global Optimal FoF0.5-1.04.6More InfoInvest
Allan Gray - Orbis Global Equity FF5.39.011.4More InfoInvest
Allan Gray - Orbis Global FoF4.05.39.2More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A10.711.18.1More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A19.84.18.2More InfoInvest
Coronation Optimum Growth A20.310.611.1More InfoInvest
Foord International FF R13.64.39.1More InfoInvest
Investec Global Strategic Managed FF A13.86.49.9More InfoInvest
Investec Global Franchise Feeder Fund30.110.214.8More InfoInvest
Nedgroup Inv Global Equity FF A27.110.913.6More InfoInvest
Coronation Global Managed (ZAR) FF A19.06.39.5More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund InfoInvest
Old Mutual Global Equity Fund 15.210.813.9More InfoInvest
Coronation Global Equity Select [ZAR] Feeder Fund22.110.5More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 30 April 2019
Kagiso Islamic Equity8.68.75.8More InfoInvest
Kagiso Islamic Balanced6.86.65.2More InfoInvest
27four Balanced Prescient FoF A17.35.77.5More InfoInvest
Boutique Funds 1 year3yrs5yrsData as at at 30 April 2019
Momentum Income Plus A9.19.38.8More InfoInvest
Momentum Inflation Linked Bond A2.22.84.2More InfoInvest
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