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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.

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 January 2020
Allan Gray Equity A4.82.84.3More InfoInvest
Coronation Top 20 A11.84.74.4More InfoInvest
Foord Equity R0.7-2.2-0.4More InfoInvest
Prudential Dividend Maximiser A8.04.64.4More InfoInvest
Prudential Equity A3.23.33.9More InfoInvest
36ONE BCI Equity19.58.36.9More InfoInvest
Marriott Dividend Growth R4.53.81.9More InfoInvest
Satrix ALSI Index A16.34.44.0More InfoInvest
Satrix MSCI World Equity Index FF A234.414.913.8More InfoInvest
Investec Equity Fund10.94.85.7More InfoInvest
Allan Gray SA Equity Fund-0.11.2More InfoInvest
PSG Equity Fund Class E-10.0-3.01.8More InfoInvest
Investec Value Fund27.5-0.97.2More InfoInvest
Laurium Equity Prescient Fund2.33.22.9More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 31 Januaryr 2020
Coronation Balanced Plus A11.25.55.0More InfoInvest
PSG Flexible- InfoInvest
Nedgroup Investments Opportunity Fund13.24.65.3More InfoInvest
Foord Flexible FoF B216.06.77.5More InfoInvest
Rezco Managed Plus Fund17.08.06.3More InfoInvest
Truffle MET Flexible Fund17.28.07.2More InfoInvest
Nedgroup Investments Core Accelerated Fund6.9More InfoInvest
Coronation Market Plus Fund12.84.75.3More InfoInvest
Moderate 1 year3yrs5yrsData as at 31 January 2020
Allan Gray Balanced A7.94.5
6.2More InfoInvest
Coronation Capital Plus8.44.24.3More InfoInvest
Foord Balanced B211.44.84.7
More InfoInvest
Investec Managed A17.08.68.1More InfoInvest
Investec Opportunity A14.57.06.8More InfoInvest
Investec Worldwide Flexible Fund10.52.9More InfoInvest
Laurium Balanced Prescient7.06.9More InfoInvest
Prudential Balanced A7.45.7More InfoInvest
PSG Balanced A- InfoInvest
Nedgroup Core Diversified8.05.45.2More InfoInvest
Rezco Value Trend A14.37.05.6More InfoInvest
Old Mutual Absolute Smooth Growth Portfolio4.86.07.7More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 31 January 2020
Coronation Balanced Defensive A8.86.3
6.1More InfoInvest
Investec Cautious Managed A12.87.96.9More InfoInvest
Nedgroup Inv Stable A12.97.36.6More InfoInvest
Prudential Inflation Plus X4.83.44.3More InfoInvest
Prosperity IP Worldwide Flexible FoF A16.67.69.2More InfoInvest
Sanlam Investment Management
Inflation Plus Fund InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 31 January 2020
Allan Gray Bond A9.310.58.1More InfoInvest
Allan Gray Money Market7.87.87.6More InfoInvest
Allan Gray Optimal A3.95.36.1More InfoInvest
Allan Gray Stable A8.36.57.9More InfoInvest
Foord Conservative b212.57.06.1More InfoInvest
Coronation Strategic Income7.88.38.0More InfoInvest
Investec Diversified Income A8.08.3
8.1More InfoInvest
Kagiso Stable Fund9.98.27.8More InfoInvest
Nedgroup Inv Flexible Inc A8.98.48.4More InfoInvest
Nedgroup Core Guarded8.46.66.3More InfoInvest
Prescient Income Provider Fund InfoInvest
Old Mutual Multi-managers Enhanced Income Fund7.67.87.3More InfoInvest
Property 1 year3yrs5yrsData as at 31 January 2020
Nedgroup Inv Property A1-28.2-15.5-7.2More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund29.114.110.2More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 31 January 2020
Allan Gray - Orbis Global Optimal FoF2.2-0.84.5More InfoInvest
Allan Gray - Orbis Global Equity FF24.89.112.8More InfoInvest
Allan Gray - Orbis Global FoF15.45.29.5More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A31.813.69.9More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A23.08.28.8More InfoInvest
Coronation Optimum Growth A32.213.612.1More InfoInvest
Foord International FF R23.59.29.4More InfoInvest
Investec Global Strategic Managed FF A24.710.39.7More InfoInvest
Investec Global Franchise Feeder Fund39.218.415.8More InfoInvest
Nedgroup Inv Global Equity FF A37.417.115.3More InfoInvest
Coronation Global Managed (ZAR) FF A28.89.89.8More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund InfoInvest
Old Mutual Global Equity Fund 25.412.613.1More InfoInvest
Coronation Global Equity Select [ZAR] Feeder Fund39.013.0More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 31 January 2020
Kagiso Islamic Equity7.55.66.2More InfoInvest
Kagiso Islamic Balanced8.65.65.6More InfoInvest
27four Balanced Prescient FoF A19.55.86.2More InfoInvest

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