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 March 2018
Allan Gray Equity A5.76.510.1More InfoInvest
Coronation Top 20 A5.24.39.1More InfoInvest
Foord Equity R-4.6-1.67.0More InfoInvest
Prudential Dividend Maximiser A7.04.19.7More InfoInvest
Prudential Equity A6.94.210.2More InfoInvest
36ONE MET Equity4.52.8More InfoInvest
Marriott Dividend Growth R7.02.49.9More InfoInvest
Satrix ALSI Index A18.64.18.9More InfoInvest
Satrix MSCI World Equity Index FF A2-1.65.6More InfoInvest
Investec Equity Fund5.53.611.2More InfoInvest
Allan Gray SA Equity Fund6.26.4More InfoInvest
PSG Equity Fund Class E2.95.612.6More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 31 March 2018
Coronation Balanced Plus A4.84.28.9More InfoInvest
PSG Flexible4.77.412.9More InfoInvest
Nedgroup Investments Opportunity Fund-1.82.98.2More InfoInvest
Foord Flexible FoF B2-2.92.99.1More InfoInvest
Rezco Managed Plus Fund0.01.97.8More InfoInvest
Truffle MET Flexible Fund-0.82.710.4More InfoInvest
Nedgroup Investments Core Accelerated Fund4.6More InfoInvest
Coronation Market Plus Fund1.84.78.8More InfoInvest
Moderate 1 year3yrs5yrsData as at 31 March 2018
Allan Gray Balanced A4.67.59.9More InfoInvest
Coronation Capital Plus1.53.46.5More InfoInvest
Foord Balanced B20.52.27.1
More InfoInvest
Investec Managed A8.17.310.7More InfoInvest
Investec Opportunity A2.75.37.6More InfoInvest
Investec Worldwide Flexible Fund-1.8More InfoInvest
Prudential Balanced A6.15.29.9More InfoInvest
PSG Balanced A5.36.710.9More InfoInvest
Nedgroup Core Diversified6.24.69.7More InfoInvest
Rezco Value Trend A0.42.17.5More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 31 March 2018
Coronation Balanced Defensive A4.05.2
7.5More InfoInvest
Investec Cautious Managed A4.35.57.3More InfoInvest
Nedgroup Inv Stable A3.54.67.4More InfoInvest
Prudential Inflation Plus X4.94.88.2More InfoInvest
Prosperity IP Worldwide Flexible FoF A5.27.9More InfoInvest
Sanlam Investment Management
Inflation Plus Fund
4.76.28.5More InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 31 March 2018
Allan Gray Bond A15.39.68.4More InfoInvest
Allan Gray Money Market7.97.56.8More InfoInvest
Allan Gray Optimal A-1.55.47.1More InfoInvest
Allan Gray Stable A7.29.18.8More InfoInvest
Foord Conservative R2.73.7More InfoInvest
Coronation Strategic Income8.98.48.0More InfoInvest
Investec Diversified Income A9.48.57.5More InfoInvest
Nedgroup Inv Flexible Inc A7.18.18.0More InfoInvest
Nedgroup Core Guarded6.95.98.6More InfoInvest
Prescient Income Provider Fund 7.58.39.1More InfoInvest
Property 1 year3yrs5yrsData as at 31 March 2018
Nedgroup Inv Property A1-4.12.59.0More InfoInvest
Prudential Enh SA Prop Tracker A-8.3-0.07.5More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund-6.40.19.8More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 31 March 2018
Allan Gray - Orbis Global Optimal FoF-2.56.08.5More InfoInvest
Allan Gray - Orbis Global Equity FF5.211.717.6More InfoInvest
Allan Gray - Orbis Global FoF0.29.413.4More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A9.26.68.7More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A-10.1-6.87.1More InfoInvest
Coronation Optimum Growth A1.36.112.1More InfoInvest
Foord International FF R-6.42.59.3More InfoInvest
Investec Global Strategic Managed FF A-0.24.311.5More InfoInvest
Investec Global Franchise Feeder Fund-2.97.013.3More InfoInvest
Nedgroup Inv Global Equity FF A-2.75.914.1More InfoInvest
Coronation Global Managed (ZAR) FF A-7.72.710.3More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund -10.20.48.7More InfoInvest
Old Mutual Global Equity Fund 2.88.117.9More InfoInvest
Coronation Global Equity Select [ZAR] Feeder Fund-6.6More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 31 Market 2018
Kagiso Islamic Equity3.16.37.8More InfoInvest
Kagiso Islamic Balanced3.55.17.0More InfoInvest
27four Balanced Prescient FoF A12.84.78.7More InfoInvest
Boutique Funds 1 year3yrs5yrsData as at at 31 March 2018
Momentum Income Plus A9.69.38.3More InfoInvest
Momentum Inflation Linked Bond A6.25.34.9More InfoInvest
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