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 31 December 2018
Allan Gray Equity A-8.04.56.6More InfoInvest
Coronation Top 20 A-12.27.03.4More InfoInvest
Foord Equity R-12.4-1.92.1More InfoInvest
Prudential Dividend Maximiser A-7.82.54.9More InfoInvest
Prudential Equity A-8.03.85.2More InfoInvest
36ONE BCI Equity-5.3-0.35.9More InfoInvest
Marriott Dividend Growth R-5.73.010.7More InfoInvest
Satrix ALSI Index A1-9.43.44.8More InfoInvest
Satrix MSCI World Equity Index FF A24.52.510.3More InfoInvest
Investec Equity Fund-6.52.07.1More InfoInvest
Allan Gray SA Equity Fund-8.94.7More InfoInvest
PSG Equity Fund Class E-8.78.36.3More InfoInvest
Investec Value Fund-5.211.05.4More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 31 December 2018
Coronation Balanced Plus A-6.32.04.9More InfoInvest
Laurium Balanced Prescient---
Kagiso Stable Fund---
PSG Flexible-4.27.47.9More InfoInvest
Nedgroup Investments Opportunity Fund-2.63.25.7More InfoInvest
Foord Flexible FoF B2-0.30.56.3More InfoInvest
Rezco Managed Plus Fund-0.4-0.65.0More InfoInvest
Truffle MET Flexible Fund1.21.17.6More InfoInvest
Nedgroup Investments Core Accelerated Fund-6.6More InfoInvest
Coronation Market Plus Fund-6.92.64.5More InfoInvest
Moderate 1 year3yrs5yrsData as at 31 December 2018
Allan Gray Balanced A-3.14.67.0More InfoInvest
Coronation Capital Plus-2.52.84.2More InfoInvest
Foord Balanced B2-3.41.14.6
More InfoInvest
Investec Managed A-1.24.17.2More InfoInvest
Investec Opportunity A-1.02.85.9More InfoInvest
Investec Worldwide Flexible Fund-1.2More InfoInvest
Prudential Balanced A-3.34.06.4More InfoInvest
PSG Balanced A-4.56.16.9More InfoInvest
Nedgroup Core Diversified-3.63.66.5More InfoInvest
Rezco Value Trend A-0.7-0.44.5More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 31 December 2018
Coronation Balanced Defensive A2.04.5
6.1More InfoInvest
Investec Cautious Managed A4.44.26.4More InfoInvest
Nedgroup Inv Stable A2.63.36.0More InfoInvest
Prudential Inflation Plus X-5.02.85.7More InfoInvest
Prosperity IP Worldwide Flexible FoF A5.16.8More InfoInvest
Sanlam Investment Management
Inflation Plus Fund
2.75.27.0More InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 31 December 2018
Allan Gray Bond A9.411.98.7More InfoInvest
Allan Gray Money Market7.87.87.2More InfoInvest
Allan Gray Optimal A6.27.18.1More InfoInvest
Allan Gray Stable A2.96.27.8More InfoInvest
Foord Conservative b21.32.95.3More InfoInvest
Coronation Strategic Income7.38.68.0More InfoInvest
Investec Diversified Income A9.18.27.9More InfoInvest
Nedgroup Inv Flexible Inc A10.38.78.2More InfoInvest
Nedgroup Core Guarded1.75.37.1More InfoInvest
Prescient Income Provider Fund 8.48.59.2More InfoInvest
Property 1 year3yrs5yrsData as at 31 December 2018
Nedgroup Inv Property A1-17.8-2.33.8More InfoInvest
Prudential Enh SA Prop Tracker A-25.4-2.05.6More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund8.9-1.712.1More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 31 December 2018
Allan Gray - Orbis Global Optimal FoF2.1-1.55.0More InfoInvest
Allan Gray - Orbis Global Equity FF-8.23.68.7More InfoInvest
Allan Gray - Orbis Global FoF-1.92.27.8More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A-13.43.42.8More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A9.8-0.66.9More InfoInvest
Coronation Optimum Growth A-1.22.77.1More InfoInvest
Foord International FF R4.7-1.47.5More InfoInvest
Investec Global Strategic Managed FF A4.30.47.9More InfoInvest
Investec Global Franchise Feeder Fund10.82.412.0More InfoInvest
Nedgroup Inv Global Equity FF A8.62.811.6More InfoInvest
Coronation Global Managed (ZAR) FF A0.3-0.26.9More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund 13.5-0.58.7More InfoInvest
Old Mutual Global Equity Fund 1.52.611.3More InfoInvest
Coronation Global Equity Select [ZAR] Feeder Fund-6.90.5More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 31 December 2018
Kagiso Islamic Equity1.710.05.7More InfoInvest
Kagiso Islamic Balanced0.86.75.0More InfoInvest
27four Balanced Prescient FoF A1-1.13.26.2More InfoInvest
Boutique Funds 1 year3yrs5yrsData as at at 31 December 2018
Momentum Income Plus A9.79.38.8More InfoInvest
Momentum Inflation Linked Bond A-0.43.14.0More InfoInvest
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