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.

Aggressive 1 year3yrs5yrsData as at 30 June 2019
Allan Gray Equity A-5.02.94.3More InfoInvest
Coronation Top 20 A0.25.43.4More InfoInvest
Foord Equity R-3.7-1.80.9More InfoInvest
Prudential Dividend Maximiser A-1.54.84.5More InfoInvest
Prudential Equity A0.06.55.2More InfoInvest
36ONE BCI Equity0.23.06.1More InfoInvest
Marriott Dividend Growth R2.22.05.5More InfoInvest
Satrix ALSI Index A13.65.94.8More InfoInvest
Satrix MSCI World Equity Index FF A28.59.311.6More InfoInvest
Investec Equity Fund2.43.96.9More InfoInvest
Allan Gray SA Equity Fund-3.92.4More InfoInvest
PSG Equity Fund Class E-8.93.73.3More InfoInvest
Investec Value Fund26.2-1.43.6More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 30 June 2019
Coronation Balanced Plus A0.74.15.0More InfoInvest
PSG Flexible-4.44.66.2More InfoInvest
Nedgroup Investments Opportunity Fund7.33.86.2More InfoInvest
Foord Flexible FoF B21.03.56.5More InfoInvest
Rezco Managed Plus Fund3.63.85.1More InfoInvest
Truffle MET Flexible Fund6.23.76.9More InfoInvest
Nedgroup Investments Core Accelerated Fund2.7More InfoInvest
Coronation Market Plus Fund1.24.34.6More InfoInvest
Moderate 1 year3yrs5yrsData as at 30 June 2019
Allan Gray Balanced A-2.43.55.7More InfoInvest
Coronation Capital Plus2.64.04.4More InfoInvest
Foord Balanced B20.62.94.6
More InfoInvest
Investec Managed A3.65.97.8More InfoInvest
Investec Opportunity A5.34.26.3More InfoInvest
Investec Worldwide Flexible Fund-0.21.2More InfoInvest
Laurium Balanced Prescient6.68.8More InfoInvest
Prudential Balanced A2.65.76.5More InfoInvest
PSG Balanced A-5.14.15.4More InfoInvest
Nedgroup Core Diversified4.24.76.2More InfoInvest
Rezco Value Trend A0.43.24.5More InfoInvest
Old Mutual Absolute Smooth Growth Portfolio4.96.69.2More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 30 June 2019
Coronation Balanced Defensive A5.05.7
6.3More InfoInvest
Investec Cautious Managed A7.65.86.7More InfoInvest
Nedgroup Inv Stable A4.55.16.5More InfoInvest
Prudential Inflation Plus X2.13.45.5More InfoInvest
Prosperity IP Worldwide Flexible FoF A13.27.2More InfoInvest
Sanlam Investment Management
Inflation Plus Fund
6.26.77.4More InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 30 June 2019
Allan Gray Bond A10.910.89.4More InfoInvest
Allan Gray Money Market7.87.97.4More InfoInvest
Allan Gray Optimal A4.74.27.2More InfoInvest
Allan Gray Stable A1.25.87.3More InfoInvest
Foord Conservative b24.04.55.6More InfoInvest
Coronation Strategic Income8.68.58.2More InfoInvest
Investec Diversified Income A8.07.87.9More InfoInvest
Kagiso Stable Fund13.18.37.4More InfoInvest
Nedgroup Inv Flexible Inc A9.58.38.3More InfoInvest
Nedgroup Core Guarded6.16.17.1More InfoInvest
Prescient Income Provider Fund 8.78.49.0More InfoInvest
Old Mutual Multi-managers Enhanced Income Fund8.38.07.4More InfoInvest
Property 1 year3yrs5yrsData as at 30 June 2019
Nedgroup Inv Property A1-23.9-6.40.1More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund11.83.011.6More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 30 June 2019
Allan Gray - Orbis Global Optimal FoF-10.4-3.03.4More InfoInvest
Allan Gray - Orbis Global Equity FF-7.26.38.7More InfoInvest
Allan Gray - Orbis Global FoF-7.82.57.5More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A9.29.45.8More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A6.22.77.3More InfoInvest
Coronation Optimum Growth A12.510.09.6More InfoInvest
Foord International FF R3.03.08.0More InfoInvest
Investec Global Strategic Managed FF A5.45.48.7More InfoInvest
Investec Global Franchise Feeder Fund13.58.913.8More InfoInvest
Nedgroup Inv Global Equity FF A12.89.812.8More InfoInvest
Coronation Global Managed (ZAR) FF A5.45.47.7More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund 2.81.08.4More InfoInvest
Old Mutual Global Equity Fund 0.99.812.4More InfoInvest
Coronation Global Equity Select [ZAR] Feeder Fund7.99.6More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 30 June 2019
Kagiso Islamic Equity5.28.75.1More InfoInvest
Kagiso Islamic Balanced4.46.54.5More InfoInvest
27four Balanced Prescient FoF A14.94.96.6More InfoInvest
Boutique Funds 1 year3yrs5yrsData as at at 30 June 2019
Momentum Income Plus A9.59.38.9More InfoInvest
Momentum Inflation Linked Bond A3.62.13.6More InfoInvest
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