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.

Aggressive1yr3yrs5yrsData as at 30 April 2024
Allan Gray Equity A8.611.78.7More InfoInvest
Coronation Top 20 A5.28.710.5More InfoInvest
Foord Equity A7.011.07.8More InfoInvest
M&G Dividend Maximiser A3.19.79.4More InfoInvest
M&G Equity A2.18.89.5More InfoInvest
Marriott Dividend Growth R1.27.63.8More InfoInvest
Satrix ALSI Index A10.58.18.6More InfoInvest
Satrix MSCI World Equity Index FF A120.814.015.5More InfoInvest
Ninety One Equity Fund R3.06.69.2More InfoInvest
Allan Gray SA Equity Fund A3.710.47.0More InfoInvest
PSG Equity Fund Class A5.816.510.0More InfoInvest
Ninety One Value Fund R14.19.012.1More InfoInvest
Laurium Equity Prescient Fund (Nedgroup Inv SA Equity) A2- InfoInvest
Moderately Aggressive1yr3yrs5yrsData as at 30 April 2024
Coronation Balanced Plus A10.78.49.3More InfoInvest
PSG Flexible A5.115.410.2More InfoInvest
Nedgroup Investments Opportunity Fund A3.111.39.4More InfoInvest
Foord Flexible FoF A3.86.79.0More InfoInvest
Rezco Managed Plus Fund A5.83.65.9More InfoInvest
Truffle MET Flexible Fund A5.27.110.2More InfoInvest
Nedgroup Investments Core Accelerated Fund B10.410.39.2More InfoInvest
Coronation Market Plus Fund A12.49.610.2More InfoInvest
Moderate1yr3yrs5yrsData as at 30 April 2024
Allan Gray Balanced A7.810.99.0More InfoInvest
Coronation Capital Plus10.68.48.1More InfoInvest
Foord Balanced A5.28.78.5More InfoInvest
Ninety One Managed R7.06.68.7More InfoInvest
Ninety One Opportunity R9.09.59.2More InfoInvest
Ninety One Worldwide Flexible Fund E7.17.28.0More InfoInvest
Amplify SCI Balanced A15.58.20.0More InfoInvest
M&G Balanced A5.79.58.0More InfoInvest
PSG Balanced A4.213.810.2More InfoInvest
Nedgroup Core Diversified B9.19.69.1More InfoInvest
Rezco Value Trend A4.03.75.8More InfoInvest
Old Mutual Absolute Smooth Growth Portfolio10.310.37.6More InfoInvest
Prescient Balanced Fund9.87.98.7More InfoInvest
Moderately Conservative1yr3yrs5yrsData as at 30 April 2024
Coronation Balanced Defensive A10.17.97.6More InfoInvest
Ninety One Cautious Managed A7.96.67.1More InfoInvest
Nedgroup Inv Stable A5.37.58.4More InfoInvest
M&G Inflation Plus A4.78.26.1More InfoInvest
Prosperity IP Worldwide Flexible FoF A10.912.49.8More InfoInvest
Sanlam Investment Management
Inflation Plus Fund InfoInvest
Conservative/ Income Fund1yr3yrs5yrsData as at 30 April 2024
Allan Gray Bond A7.47.17.0More InfoInvest
Allan Gray Money Market8.96.66.5More InfoInvest
Allan Gray Optimal A7.06.22.9More InfoInvest
Allan Gray Stable A7.59.37.7More InfoInvest
Foord Conservative A5.68.18.5More InfoInvest
Coronation Strategic Income A9.87.46.7More InfoInvest
Ninety One Diversified Income A8.06.96.7More InfoInvest
Camissa Stable Fund A3.38.07.2More InfoInvest
Nedgroup Inv Flexible Inc A8.27.37.2More InfoInvest
Nedgroup Core Guarded B8.38.38.2More InfoInvest
Prescient Income Provider Fund A18.87.56.8More InfoInvest
Old Mutual Multi-managers Enhanced Income Fund8.76.76.5More InfoInvest
Property1yr3yrs5yrsData as at 30 April 2024
Nedgroup Inv Property A5.79.2-2.3More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund- InfoInvest
Offshore Funds1yr3yrs5yrsData as at 30 April 2024
Allan Gray - Orbis Global Optimal FoF5.214.88.3More InfoInvest
Allan Gray - Orbis Global Equity FF25.513.314.8More InfoInvest
Allan Gray - Orbis Global Balanced Feeder15.515.413.5More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A15.6-3.94.0More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A10.410.89.2More InfoInvest
Foord International FF A- InfoInvest
Ninety One Global Strategic Managed FF A2.95.79.0More InfoInvest
Ninety One Global Franchise Feeder Fund A13.19.812.8More InfoInvest
Nedgroup Inv Global Equity FF A14.211.013.1More InfoInvest
Coronation Global Managed (ZAR) FF A13.16.79.1More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund B26.79.67.2More InfoInvest
Old Mutual Global Equity Fund R27.616.116.5More InfoInvest
Coronation Global Equity Select [ZAR] Feeder Fund A18.64.210.1More InfoInvest
Coronation Global Optimum Growth [ZAR] Feeder Fund14.83.77.6More InfoInvest
Coronation Global Strategic USD Income [ZAR] Feeder Fund8.711.27.8More InfoInvest
Shari'ah Compliant1yr3yrs5yrsData as at 30 April 2024
Camissa Islamic Equity- InfoInvest
Camissa Islamic Balanced1.55.58.3More InfoInvest
27four Balanced Prescient FoF A18.58.17.4More InfoInvest

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