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 May 2018
Allan Gray Equity A5.56.59.5More InfoInvest
Coronation Top 20 A4.04.07.8More InfoInvest
Foord Equity R-8.6-1.85.9More InfoInvest
Prudential Dividend Maximiser A8.14.48.4More InfoInvest
Prudential Equity A9.25.19.0More InfoInvest
36ONE MET Equity2.62.9More InfoInvest
Marriott Dividend Growth R0.72.38.3More InfoInvest
Satrix ALSI Index A17.04.68.1More InfoInvest
Satrix MSCI World Equity Index FF A26.88.2More InfoInvest
Investec Equity Fund4.44.210.5More InfoInvest
Allan Gray SA Equity Fund5.56.3More InfoInvest
PSG Equity Fund Class E8.35.011.7More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 31 May 2018
Coronation Balanced Plus A4.14.17.8More InfoInvest
PSG Flexible8.27.511.9More InfoInvest
Nedgroup Investments Opportunity Fund-3.23.28.3More InfoInvest
Foord Flexible FoF B20.73.98.4More InfoInvest
Rezco Managed Plus Fund2.62.26.8More InfoInvest
Truffle MET Flexible Fund-0.72.89.9More InfoInvest
Nedgroup Investments Core Accelerated Fund3.3More InfoInvest
Coronation Market Plus Fund1.04.47.5More InfoInvest
Moderate 1 year3yrs5yrsData as at 31 May 2018
Allan Gray Balanced A4.57.58.8More InfoInvest
Coronation Capital Plus1.93.55.9More InfoInvest
Foord Balanced B20.62.66.6
More InfoInvest
Investec Managed A7.27.49.7More InfoInvest
Investec Opportunity A2.05.77.0More InfoInvest
Investec Worldwide Flexible Fund-2.2More InfoInvest
Prudential Balanced A6.05.68.9More InfoInvest
PSG Balanced A8.36.510.2More InfoInvest
Nedgroup Core Diversified4.64.98.9More InfoInvest
Rezco Value Trend A3.32.76.6More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 31 May 2018
Coronation Balanced Defensive A4.75.6
7.1More InfoInvest
Investec Cautious Managed A3.45.66.8More InfoInvest
Nedgroup Inv Stable A4.35.27.1More InfoInvest
Prudential Inflation Plus X4.24.97.4More InfoInvest
Prosperity IP Worldwide Flexible FoF A4.57.8More InfoInvest
Sanlam Investment Management
Inflation Plus Fund
4.86.48.0More InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 31 May 2018
Allan Gray Bond A12.19.58.4More InfoInvest
Allan Gray Money Market7.97.66.9More InfoInvest
Allan Gray Optimal A-1.26.17.2More InfoInvest
Allan Gray Stable A7.49.08.3More InfoInvest
Foord Conservative R3.24.3More InfoInvest
Coronation Strategic Income8.08.57.9More InfoInvest
Investec Diversified Income A9.18.47.5More InfoInvest
Nedgroup Inv Flexible Inc A6.98.08.0More InfoInvest
Nedgroup Core Guarded5.96.28.2More InfoInvest
Prescient Income Provider Fund 7.88.69.0More InfoInvest
Property 1 year3yrs5yrsData as at 31 May 2018
Nedgroup Inv Property A1-2.43.08.6More InfoInvest
Prudential Enh SA Prop Tracker A-8.1-2.28.6More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund1.04.49.5More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 31 May 2018
Allan Gray - Orbis Global Optimal FoF-1.65.06.0More InfoInvest
Allan Gray - Orbis Global Equity FF5.510.814.0More InfoInvest
Allan Gray - Orbis Global FoF2.19.510.9More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A1.06.16.2More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A-3.43.36.4More InfoInvest
Coronation Optimum Growth A-1.56.510.1More InfoInvest
Foord International FF R-0.93.68.3More InfoInvest
Investec Global Strategic Managed FF A3.05.210.0More InfoInvest
Investec Global Franchise Feeder Fund1.28.112.2More InfoInvest
Nedgroup Inv Global Equity FF A0.77.212.4More InfoInvest
Coronation Global Managed (ZAR) FF A-4.13.99.1More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund -2.33.07.3More InfoInvest
Old Mutual Global Equity Fund 10.810.616.5More InfoInvest
Coronation Global Equity Select [ZAR] Feeder Fund-4.33.9More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 31 May 2018
Kagiso Islamic Equity8.66.37.5More InfoInvest
Kagiso Islamic Balanced6.45.26.4More InfoInvest
27four Balanced Prescient FoF A13.05.08.2More InfoInvest
Boutique Funds 1 year3yrs5yrsData as at at 31 May 2018
Momentum Income Plus A9.39.28.2More InfoInvest
Momentum Inflation Linked Bond A2.64.03.9More InfoInvest
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