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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 five years. One can use this to assess the best performing unit trusts at any given time.

Aggressive YTD5yrs10yrsData as at 31 March 2021
Allan Gray Equity A12.34.89.6More InfoInvest
Coronation Top 20 A14.49.211.0More InfoInvest
Foord Equity R10.00.48.4More InfoInvest
Prudential Dividend Maximiser A15.17.010.4More InfoInvest
Prudential Equity A16.28.311.2More InfoInvest
Marriott Dividend Growth R3.80.68.6
More InfoInvest
Satrix ALSI Index A112.87.20.0More InfoInvest
Satrix MSCI World Equity Index FF A25.212.10.0More InfoInvest
Ninety One Equity Fund13.27.812.1More InfoInvest
Allan Gray SA Equity Fund13.43.70.0More InfoInvest
PSG Equity Fund Class E15.03.79.2More InfoInvest
Ninety One Value Fund19.67.97.9More InfoInvest
Laurium Equity Prescient Fund14.95.20.0More InfoInvest
Moderately Aggressive YTD5yrs10yrsData as at 31 March 2021
Coronation Balanced Plus A8.97.010.5More InfoInvest
PSG Flexible14.64.59.8More InfoInvest
Nedgroup Investments Opportunity Fund11.55.50.0More InfoInvest
Foord Flexible FoF B23.36.713.3More InfoInvest
Rezco Managed Plus Fund2.75.410.6More InfoInvest
Truffle MET Flexible Fund10.48.813.5More InfoInvest
Nedgroup Investments Core Accelerated Fund9.50.00.0More InfoInvest
Coronation Market Plus Fund9.87.310.9More InfoInvest
Moderate YTD5yrs10yrsData as at 31 March 2021
Allan Gray Balanced A9.15.7
9.9More InfoInvest
Coronation Capital Plus6.05.78.2More InfoInvest
Foord Balanced B24.24.89.5
More InfoInvest
Ninety One Managed A7.88.712.0More InfoInvest
Ninety One Opportunity A2.66.110.1More InfoInvest
Ninety One Worldwide Flexible Fund7.34.50.0More InfoInvest
Amplify SCI Balanced 10.28.80.0More InfoInvest
Prudential Balanced A8.55.89.9More InfoInvest
PSG Balanced A12.64.79.0More InfoInvest
Nedgroup Core Diversified8.06.410.3More InfoInvest
Rezco Value Trend A1.85.411.3More InfoInvest
Old Mutual Absolute Smooth Growth Portfolio3.8More InfoInvest
Moderately Conservative YTD5yrs10yrsData as at 31 March 2021
Coronation Balanced Defensive A4.66.69.1More InfoInvest
Ninety One Cautious Managed A0.66.38.5More InfoInvest
Nedgroup Inv Stable A1.06.79.4More InfoInvest
Prudential Inflation Plus X5.63.58.3More InfoInvest
Prosperity IP Worldwide Flexible FoF A1.26.60.0More InfoInvest
Sanlam Investment Management
Inflation Plus Fund
4.06.68.9More InfoInvest
Conservative/ Income Fund YTD5yrs10yrsData as at 31 March 2021
Allan Gray Bond A-1.59.18.5More InfoInvest
Allan Gray Money Market1.07.26.6More InfoInvest
Allan Gray Optimal A1.92.95.2More InfoInvest
Allan Gray Stable A5.56.38.6More InfoInvest
Foord Conservative b22.56.30.0More InfoInvest
Coronation Strategic Income0.87.38.2More InfoInvest
Ninety One Diversified Income A1.27.47.9More InfoInvest
Kagiso Stable Fund7.77.80.0More InfoInvest
Nedgroup Inv Flexible Inc A2.18.08.4More InfoInvest
Nedgroup Core Guarded4.76.89.3More InfoInvest
Prescient Income Provider Fund 0.77.58.5More InfoInvest
Old Mutual Multi-managers Enhanced Income Fund0.77.27.0More InfoInvest
Property YTD5yrs10yrsData as at 31 March 2021
Nedgroup Inv Property A16.0-11.91.7More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund5.53.313.7More InfoInvest
Offshore Funds YTD5yrs10yrsData as at 31 March 2021
Allan Gray - Orbis Global Optimal FoF2.8-1.17.8More InfoInvest
Allan Gray - Orbis Global Equity FF7.712.017.8More InfoInvest
Allan Gray - Orbis Global FoF5.97.013.9More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A2.813.413.3More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A1.74.511.5More InfoInvest
Coronation Optimum Growth A-0.611.116.2More InfoInvest
Foord International FF R2.55.813.3More InfoInvest
Ninety One Global Strategic Managed FF A2.38.413.9More InfoInvest
Ninety One Global Franchise Feeder Fund2.411.017.6More InfoInvest
Nedgroup Inv Global Equity FF A3.311.517.9More InfoInvest
Coronation Global Managed (ZAR) FF A3.47.915.1More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund 2.02.811.2More InfoInvest
Old Mutual Global Equity Fund 7.812.820.4More InfoInvest
Coronation Global Equity Select [ZAR] Feeder Fund7.612.70.0More InfoInvest
Shari'ah Compliant YTD5yrs10yrsData as at 31 March 2021
Kagiso Islamic Equity15.510.69.1More InfoInvest
Kagiso Islamic Balanced12.49.20.0More InfoInvest
27four Balanced Prescient FoF A15.55.510.0More InfoInvest

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Does your money work for you?

Calculate your optimal investment needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?