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Unit Trust Performance

Access unit trust performance figures with

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.

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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 30 September 2021
Allan Gray Equity A18.85.210.3More InfoInvest
Coronation Top 20 A15.97.911.6More InfoInvest
Foord Equity A20.52.39.5More InfoInvest
Prudential Dividend Maximiser A23.38.411.7More InfoInvest
Prudential Equity A25.79.712.6More InfoInvest
Marriott Dividend Growth R14.82.79.3More InfoInvest
Satrix ALSI Index A111.66.90.0More InfoInvest
Satrix MSCI World Equity Index FF A116.014.90.0More InfoInvest
Ninety One Equity Fund R17.88.713.0More InfoInvest
Allan Gray SA Equity Fund A20.54.10.0More InfoInvest
PSG Equity Fund Class A30.55.011.0More InfoInvest
Ninety One Value Fund R23.54.38.8More InfoInvest
Laurium Equity Prescient Fund (Nedgroup Inv SA Equity) A216.76.00.0More InfoInvest
Moderately Aggressive YTD5yrs10yrsData as at 30 September 2021
Coronation Balanced Plus A13.27.410.9More InfoInvest
PSG Flexible A29.16.110.9More InfoInvest
Nedgroup Investments Opportunity Fund A17.75.910.3More InfoInvest
Foord Flexible FoF A5.67.212.9More InfoInvest
Rezco Managed Plus Fund A- InfoInvest
Truffle MET Flexible Fund A12.59.013.3More InfoInvest
Nedgroup Investments Core Accelerated Fund B17.00.00.0More InfoInvest
Coronation Market Plus Fund A13.67.211.3More InfoInvest
Moderate YTD5yrs10yrsData as at 30 September 2021
Allan Gray Balanced A14.56.0
10.0More InfoInvest
Coronation Capital Plus9.65.88.3More InfoInvest
Foord Balanced A10.26.19.9
More InfoInvest
Ninety One Managed R12.59.512.3More InfoInvest
Ninety One Opportunity R8.77.510.3More InfoInvest
Ninety One Worldwide Flexible Fund E9.95.50.0More InfoInvest
Amplify SCI Balanced A113.88.80.0More InfoInvest
Prudential Balanced A16.87.010.8More InfoInvest
PSG Balanced A25.66.210.1More InfoInvest
Nedgroup Core Diversified B14.97.311.0More InfoInvest
Rezco Value Trend A- InfoInvest
Old Mutual Absolute Smooth Growth Portfolio6.94.3More InfoInvest
Prescient Balanced Fund11.48.2More InfoInvest
Moderately Conservative YTD5yrs10yrsData as at 30 September 2021
Coronation Balanced Defensive A7.76.69.0More InfoInvest
Ninety One Cautious Managed A6.37.38.3More InfoInvest
Nedgroup Inv Stable A4.67.39.2More InfoInvest
Prudential Inflation Plus A13.04.48.6More InfoInvest
Prosperity IP Worldwide Flexible FoF A7.87.30.0More InfoInvest
Sanlam Investment Management
Inflation Plus Fund InfoInvest
Conservative/ Income Fund YTD5yrs10yrsData as at 30 September 2021
Allan Gray Bond A4.88.98.5More InfoInvest
Allan Gray Money Market3.16.96.5More InfoInvest
Allan Gray Optimal A7.43.25.5More InfoInvest
Allan Gray Stable A10.96.88.3More InfoInvest
Foord Conservative A7.37.10.0More InfoInvest
Coronation Strategic Income A4.77.17.9More InfoInvest
Ninety One Diversified Income A4.57.27.4More InfoInvest
Kagiso Stable Fund A16.07.58.3More InfoInvest
Nedgroup Inv Flexible Inc A5.97.77.9More InfoInvest
Nedgroup Core Guarded B10.67.49.6More InfoInvest
Prescient Income Provider Fund A14.47.28.2More InfoInvest
Old Mutual Multi-managers Enhanced Income Fund3.97.07.0More InfoInvest
Property YTD5yrs10yrsData as at 30 September 2021
Nedgroup Inv Property A35.6-8.63.4More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund20.67.214.6More InfoInvest
Offshore Funds YTD5yrs10yrsData as at 30 September 2021
Allan Gray - Orbis Global Optimal FoF5.8-0.16.7More InfoInvest
Allan Gray - Orbis Global Equity FF11.311.318.5More InfoInvest
Allan Gray - Orbis Global Balanced Feeder9.27.013.2More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A-7.49.812.8More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A4.45.810.9More InfoInvest
Coronation Optimum Growth A000More InfoInvest
Foord International FF A3.36.712.3More InfoInvest
Ninety One Global Strategic Managed FF A6.09.413.6More InfoInvest
Ninety One Global Franchise Feeder Fund A13.714.617.7More InfoInvest
Nedgroup Inv Global Equity FF A13.714.518.1More InfoInvest
Coronation Global Managed (ZAR) FF A3.98.514.5More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund A4.23.69.3More InfoInvest
Old Mutual Global Equity Fund R17.815.121.0More InfoInvest
Coronation Global Equity Select [ZAR] Feeder Fund A7.012.40.0More InfoInvest
Coronation Global Optimum Growth [ZAR] Feeder Fund-2.810.215.5More InfoInvest
Coronation Global Strategic USD Income [ZAR] Feeder Fund3.63.60More InfoInvest
Shari'ah Compliant YTD5yrs10yrsData as at 30 September 2021
Kagiso Islamic Equity25.710.910.6More InfoInvest
Kagiso Islamic Balanced18.29.39.1More InfoInvest
27four Balanced Prescient FoF A19.86.010.2More InfoInvest

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