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 July 2018
Allan Gray Equity A6.67.810.7More InfoInvest
Coronation Top 20 A2.55.38.2More InfoInvest
Foord Equity R-4.2-0.27.1More InfoInvest
Prudential Dividend Maximiser A8.15.69.4More InfoInvest
Prudential Equity A8.85.89.6More InfoInvest
36ONE MET Equity5.24.210.6More InfoInvest
Marriott Dividend Growth R2.42.89.2More InfoInvest
Satrix ALSI Index A16.25.59.0More InfoInvest
Satrix MSCI World Equity Index FF A29.89.4More InfoInvest
Investec Equity Fund5.74.711.6More InfoInvest
Allan Gray SA Equity Fund7.47.5More InfoInvest
PSG Equity Fund Class E4.76.411.5More InfoInvest
Investec Value Fund---More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 31 July 2018
Coronation Balanced Plus A3.65.08.3More InfoInvest
PSG Flexible6.17.911.8More InfoInvest
Nedgroup Investments Opportunity Fund- InfoInvest
Foord Flexible FoF B22.15.59.7More InfoInvest
Rezco Managed Plus Fund2.52.07.0More InfoInvest
Truffle MET Flexible Fund0.82.910.7More InfoInvest
Nedgroup Investments Core Accelerated Fund3.7More InfoInvest
Coronation Market Plus Fund0.45.68.1More InfoInvest
Moderate 1 year3yrs5yrsData as at 31 July 2018
Allan Gray Balanced A5.68.49.8More InfoInvest
Coronation Capital Plus2.84.36.6More InfoInvest
Foord Balanced B23.34.27.9
More InfoInvest
Investec Managed A6.27.010.2More InfoInvest
Investec Opportunity A5.96.28.2More InfoInvest
Investec Worldwide Flexible Fund-1.4More InfoInvest
Prudential Balanced A7.46.39.7More InfoInvest
PSG Balanced A6.87.210.3More InfoInvest
Nedgroup Core Diversified5.35.59.6More InfoInvest
Rezco Value Trend A4.22.97.1More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 31 July 2018
Coronation Balanced Defensive A5.46.1
7.7More InfoInvest
Investec Cautious Managed A5.96.07.7More InfoInvest
Nedgroup Inv Stable A5.55.67.7More InfoInvest
Prudential Inflation Plus X3.44.78.0More InfoInvest
Prosperity IP Worldwide Flexible FoF A5.77.5More InfoInvest
Sanlam Investment Management
Inflation Plus Fund InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 31 July 2018
Allan Gray Bond A12.99.78.9More InfoInvest
Allan Gray Money Market7.87.67.0More InfoInvest
Allan Gray Optimal A5.26.87.9More InfoInvest
Allan Gray Stable A7.39.58.8More InfoInvest
Foord Conservative b25.25.0More InfoInvest
Coronation Strategic Income7.88.48.1More InfoInvest
Investec Diversified Income A8.88.37.6More InfoInvest
Nedgroup Inv Flexible Inc A7.28.18.1More InfoInvest
Nedgroup Core Guarded6.46.58.8More InfoInvest
Prescient Income Provider Fund InfoInvest
Property 1 year3yrs5yrsData as at 31 July 2018
Nedgroup Inv Property A1- InfoInvest
Prudential Enh SA Prop Tracker A-14.6-0.57.7More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund4.35.812.0More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 31 July 2018
Allan Gray - Orbis Global Optimal FoF- InfoInvest
Allan Gray - Orbis Global Equity FF4.413.315.3More InfoInvest
Allan Gray - Orbis Global FoF2.210.611.9More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A- InfoInvest
Coronation Global Cap. Plus [ZAR] FF A0.74.47.9More InfoInvest
Coronation Optimum Growth A-0.28.511.1More InfoInvest
Foord International FF R1.95.09.9More InfoInvest
Investec Global Strategic Managed FF A2.35.410.7More InfoInvest
Investec Global Franchise Feeder Fund8.59.814.9More InfoInvest
Nedgroup Inv Global Equity FF A5.69.415.2More InfoInvest
Coronation Global Managed (ZAR) FF A-0.15.710.4More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund InfoInvest
Old Mutual Global Equity Fund 12.511.117.3More InfoInvest
Coronation Global Equity Select [ZAR] Feeder Fund0.36.9More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 31 July 2018
Kagiso Islamic Equity8.39.18.1More InfoInvest
Kagiso Islamic Balanced6.87.27.2More InfoInvest
27four Balanced Prescient FoF A14.35.38.6More InfoInvest
Boutique Funds 1 year3yrs5yrsData as at at 31 July 2018
Momentum Income Plus A9.39.38.7More InfoInvest
Momentum Inflation Linked Bond A1.32.84.2More InfoInvest
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