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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 1 year3yrs5yrsData as at 31 October 2020
Allan Gray Equity A-10.7-4.80.6More InfoInvest
Coronation Top 20 A-5.4-3.12.8More InfoInvest
Foord Equity R-11.3-8.7-3.8More InfoInvest
Prudential Dividend Maximiser A-6.7-2.71.1More InfoInvest
Prudential Equity A-3.8-2.31.7More InfoInvest
36ONE BCI Equity12.35.45.4More InfoInvest
Marriott Dividend Growth R-16.8-5.0-1.8More InfoInvest
Satrix ALSI Index A1-6.5-2.21.3More InfoInvest
Satrix MSCI World Equity Index FF A212.210.310.9More InfoInvest
Ninety One Equity Fund-0.30.22.2More InfoInvest
Allan Gray SA Equity Fund-14.4-6.6-1.1More InfoInvest
PSG Equity Fund Class E-22.5-11.4-3.0More InfoInvest
Ninety One Value Fund-20.0-3.97.3More InfoInvest
Laurium Equity Prescient Fund-11.7-4.2-1.6More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 31 October 2020
Coronation Balanced Plus A-1.40.22.9More InfoInvest
PSG Flexible-21.6-8.2-1.0More InfoInvest
Nedgroup Investments Opportunity Fund-7.4-1.42.1More InfoInvest
Foord Flexible FoF B29.74.76.2More InfoInvest
Rezco Managed Plus Fund7.56.54.8More InfoInvest
Truffle MET Flexible Fund1.53.73.9More InfoInvest
Nedgroup Investments Core Accelerated Fund-8.0-2.00.0More InfoInvest
Coronation Market Plus Fund-1.8-0.73.4More InfoInvest
Moderate 1 year3yrs5yrsData as at 31 October 2020
Allan Gray Balanced A-4.0-1.0
3.2More InfoInvest
Coronation Capital Plus-1.70.63.0More InfoInvest
Foord Balanced B21.41.23.1
More InfoInvest
Ninety One Managed A3.24.56.5More InfoInvest
Ninety One Opportunity A5.44.65.3More InfoInvest
Ninety One Worldwide Flexible Fund1.0-2.10.0More InfoInvest
Amplify SCI Balanced -4.51.20.0More InfoInvest
Prudential Balanced A-6.1-0.62.7More InfoInvest
PSG Balanced A-15.8-6.4-0.6More InfoInvest
Nedgroup Core Diversified-2.90.83.1More InfoInvest
Rezco Value Trend A6.65.64.5More InfoInvest
Old Mutual Absolute Smooth Growth Portfolio3.84.7More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 31 October 2020
Coronation Balanced Defensive A0.53.24.8More InfoInvest
Ninety One Cautious Managed A5.45.95.8More InfoInvest
Nedgroup Inv Stable A7.06.06.0More InfoInvest
Prudential Inflation Plus X-8.0-2.11.1More InfoInvest
Prosperity IP Worldwide Flexible FoF A3.58.08.1More InfoInvest
Sanlam Investment Management
Inflation Plus Fund
1.94.45.8More InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 31 October 2020
Allan Gray Bond A4.38.78.3More InfoInvest
Allan Gray Money Market6.47.37.5More InfoInvest
Allan Gray Optimal A-4.01.13.7More InfoInvest
Allan Gray Stable A-1.72.35.4More InfoInvest
Foord Conservative b22.44.24.9More InfoInvest
Coronation Strategic Income3.26.57.4More InfoInvest
Ninety One Diversified Income A5.07.27.5More InfoInvest
Kagiso Stable Fund-10.31.85.3More InfoInvest
Nedgroup Inv Flexible Inc A5.17.48.0More InfoInvest
Nedgroup Core Guarded1.33.85.1More InfoInvest
Prescient Income Provider Fund 3.86.87.5More InfoInvest
Old Mutual Multi-managers Enhanced Income Fund4.86.87.1More InfoInvest
Property 1 year3yrs5yrsData as at 31 October 2020
Nedgroup Inv Property A1-40.3-28.0-16.6More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund-9.16.45.1More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 31 October 2020
Allan Gray - Orbis Global Optimal FoF-1.0-3.11.1More InfoInvest
Allan Gray - Orbis Global Equity FF11.24.310.2More InfoInvest
Allan Gray - Orbis Global FoF5.31.16.6More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A21.26.613.2More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A7.06.66.4More InfoInvest
Coronation Optimum Growth A17.810.112.3More InfoInvest
Foord International FF R9.06.06.5More InfoInvest
Ninety One Global Strategic Managed FF A14.78.28.6More InfoInvest
Ninety One Global Franchise Feeder Fund14.512.911.6More InfoInvest
Nedgroup Inv Global Equity FF A10.311.211.5More InfoInvest
Coronation Global Managed (ZAR) FF A9.86.98.3More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund 7.05.45.0More InfoInvest
Old Mutual Global Equity Fund 10.17.110.0More InfoInvest
Coronation Global Equity Select [ZAR] Feeder Fund10.17.710.3More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 31 October 2020
Kagiso Islamic Equity-6.5-0.15.6More InfoInvest
Kagiso Islamic Balanced-1.81.65.1More InfoInvest
27four Balanced Prescient FoF A1-4.90.52.8More InfoInvest

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