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 year | 3yrs | 5yrs | Data as at 31 December 2018 | |
|---|---|---|---|---|---|
| Allan Gray Equity A | -8.0 | 4.5 | 6.6 | More InfoInvest | |
| Coronation Top 20 A | -12.2 | 7.0 | 3.4 | More InfoInvest | |
| Foord Equity R | -12.4 | -1.9 | 2.1 | More InfoInvest | |
| Prudential Dividend Maximiser A | -7.8 | 2.5 | 4.9 | More InfoInvest | |
| Prudential Equity A | -8.0 | 3.8 | 5.2 | More InfoInvest | |
| 36ONE BCI Equity | -5.3 | -0.3 | 5.9 | More InfoInvest | |
| Marriott Dividend Growth R | -5.7 | 3.0 | 10.7 | More InfoInvest | |
| Satrix ALSI Index A1 | -9.4 | 3.4 | 4.8 | More InfoInvest | |
| Satrix MSCI World Equity Index FF A2 | 4.5 | 2.5 | 10.3 | More InfoInvest | |
| Investec Equity Fund | -6.5 | 2.0 | 7.1 | More InfoInvest | |
| Allan Gray SA Equity Fund | -8.9 | 4.7 | More InfoInvest | ||
| PSG Equity Fund Class E | -8.7 | 8.3 | 6.3 | More InfoInvest | |
| Investec Value Fund | -5.2 | 11.0 | 5.4 | More InfoInvest |
| Moderately Aggressive | 1 year | 3yrs | 5yrs | Data as at 31 December 2018 | |
|---|---|---|---|---|---|
| Coronation Balanced Plus A | -6.3 | 2.0 | 4.9 | More InfoInvest | |
| Laurium Balanced Prescient | - | - | - | ||
| Kagiso Stable Fund | - | - | - | ||
| PSG Flexible | -4.2 | 7.4 | 7.9 | More InfoInvest | |
| Nedgroup Investments Opportunity Fund | -2.6 | 3.2 | 5.7 | More InfoInvest | |
| Foord Flexible FoF B2 | -0.3 | 0.5 | 6.3 | More InfoInvest | |
| Rezco Managed Plus Fund | -0.4 | -0.6 | 5.0 | More InfoInvest | |
| Truffle MET Flexible Fund | 1.2 | 1.1 | 7.6 | More InfoInvest | |
| Nedgroup Investments Core Accelerated Fund | -6.6 | More InfoInvest | |||
| Coronation Market Plus Fund | -6.9 | 2.6 | 4.5 | More InfoInvest |
| Moderate | 1 year | 3yrs | 5yrs | Data as at 31 December 2018 | |
|---|---|---|---|---|---|
| Allan Gray Balanced A | -3.1 | 4.6 | 7.0 | More InfoInvest | |
| Coronation Capital Plus | -2.5 | 2.8 | 4.2 | More InfoInvest | |
| Foord Balanced B2 | -3.4 | 1.1 | 4.6 | More InfoInvest | |
| Investec Managed A | -1.2 | 4.1 | 7.2 | More InfoInvest | |
| Investec Opportunity A | -1.0 | 2.8 | 5.9 | More InfoInvest | |
| Investec Worldwide Flexible Fund | -1.2 | More InfoInvest | |||
| Prudential Balanced A | -3.3 | 4.0 | 6.4 | More InfoInvest | |
| PSG Balanced A | -4.5 | 6.1 | 6.9 | More InfoInvest | |
| Nedgroup Core Diversified | -3.6 | 3.6 | 6.5 | More InfoInvest | |
| Rezco Value Trend A | -0.7 | -0.4 | 4.5 | More InfoInvest |
| Moderately Conservative | 1 year | 3yrs | 5yrs | Data as at 31 December 2018 | |
|---|---|---|---|---|---|
| Coronation Balanced Defensive A | 2.0 | 4.5 | 6.1 | More InfoInvest | |
| Investec Cautious Managed A | 4.4 | 4.2 | 6.4 | More InfoInvest | |
| Nedgroup Inv Stable A | 2.6 | 3.3 | 6.0 | More InfoInvest | |
| Prudential Inflation Plus X | -5.0 | 2.8 | 5.7 | More InfoInvest | |
| Prosperity IP Worldwide Flexible FoF A | 5.1 | 6.8 | More InfoInvest | ||
| Sanlam Investment Management Inflation Plus Fund | 2.7 | 5.2 | 7.0 | More InfoInvest |
| Conservative/ Income Fund | 1 year | 3yrs | 5yrs | Data as at 31 December 2018 | |
|---|---|---|---|---|---|
| Allan Gray Bond A | 9.4 | 11.9 | 8.7 | More InfoInvest | |
| Allan Gray Money Market | 7.8 | 7.8 | 7.2 | More InfoInvest | |
| Allan Gray Optimal A | 6.2 | 7.1 | 8.1 | More InfoInvest | |
| Allan Gray Stable A | 2.9 | 6.2 | 7.8 | More InfoInvest | |
| Foord Conservative b2 | 1.3 | 2.9 | 5.3 | More InfoInvest | |
| Coronation Strategic Income | 7.3 | 8.6 | 8.0 | More InfoInvest | |
| Investec Diversified Income A | 9.1 | 8.2 | 7.9 | More InfoInvest | |
| Nedgroup Inv Flexible Inc A | 10.3 | 8.7 | 8.2 | More InfoInvest | |
| Nedgroup Core Guarded | 1.7 | 5.3 | 7.1 | More InfoInvest | |
| Prescient Income Provider Fund | 8.4 | 8.5 | 9.2 | More InfoInvest |
| Property | 1 year | 3yrs | 5yrs | Data as at 31 December 2018 | |
|---|---|---|---|---|---|
| Nedgroup Inv Property A1 | -17.8 | -2.3 | 3.8 | More InfoInvest | |
| Prudential Enh SA Prop Tracker A | -25.4 | -2.0 | 5.6 | More InfoInvest | |
| Catalyst Global Real Estate Prescient Feeder Fund | 8.9 | -1.7 | 12.1 | More InfoInvest |
| Offshore Funds | 1 year | 3yrs | 5yr | Data as at 31 December 2018 | |
|---|---|---|---|---|---|
| Allan Gray - Orbis Global Optimal FoF | 2.1 | -1.5 | 5.0 | More InfoInvest | |
| Allan Gray - Orbis Global Equity FF | -8.2 | 3.6 | 8.7 | More InfoInvest | |
| Allan Gray - Orbis Global FoF | -1.9 | 2.2 | 7.8 | More InfoInvest | |
| Coronation Global Em Mkts Flex [ZAR] A | -13.4 | 3.4 | 2.8 | More InfoInvest | |
| Coronation Global Cap. Plus [ZAR] FF A | 9.8 | -0.6 | 6.9 | More InfoInvest | |
| Coronation Optimum Growth A | -1.2 | 2.7 | 7.1 | More InfoInvest | |
| Foord International FF R | 4.7 | -1.4 | 7.5 | More InfoInvest | |
| Investec Global Strategic Managed FF A | 4.3 | 0.4 | 7.9 | More InfoInvest | |
| Investec Global Franchise Feeder Fund | 10.8 | 2.4 | 12.0 | More InfoInvest | |
| Nedgroup Inv Global Equity FF A | 8.6 | 2.8 | 11.6 | More InfoInvest | |
| Coronation Global Managed (ZAR) FF A | 0.3 | -0.2 | 6.9 | More InfoInvest | |
| Nedgroup Investments Global Cautious Feeder Fund | 13.5 | -0.5 | 8.7 | More InfoInvest | |
| Old Mutual Global Equity Fund | 1.5 | 2.6 | 11.3 | More InfoInvest | |
| Coronation Global Equity Select [ZAR] Feeder Fund | -6.9 | 0.5 | More InfoInvest |
| Shari'ah Compliant | 1 year | 3yrs | 5yrs | Data as at 31 December 2018 | |
|---|---|---|---|---|---|
| Kagiso Islamic Equity | 1.7 | 10.0 | 5.7 | More InfoInvest | |
| Kagiso Islamic Balanced | 0.8 | 6.7 | 5.0 | More InfoInvest | |
| 27four Balanced Prescient FoF A1 | -1.1 | 3.2 | 6.2 | More InfoInvest |
| Boutique Funds | 1 year | 3yrs | 5yrs | Data as at at 31 December 2018 | |
|---|---|---|---|---|---|
| Momentum Income Plus A | 9.7 | 9.3 | 8.8 | More InfoInvest | |
| Momentum Inflation Linked Bond A | -0.4 | 3.1 | 4.0 | More InfoInvest |