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 October 2018
Allan Gray Equity A-3.94.77.5More InfoInvest
Coronation Top 20 A-12.13.54.1More InfoInvest
Foord Equity R-17.1-3.52.5More InfoInvest
Prudential Dividend Maximiser A-4.83.06.3More InfoInvest
Prudential Equity A-5.43.46.3More InfoInvest
36ONE BCI Equity-5.91.57.5More InfoInvest
Marriott Dividend Growth R-2.81.16.7More InfoInvest
Satrix ALSI Index A1-9.31.25.0More InfoInvest
Satrix MSCI World Equity Index FF A23.78.913.4More InfoInvest
Investec Equity Fund-7.50.97.6More InfoInvest
Allan Gray SA Equity Fund-4.63.5More InfoInvest
PSG Equity Fund Class E0.17.48.4More InfoInvest
Investec Value Fund-17.79.75.0More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 31 October 2018
Coronation Balanced Plus A-5.22.86.2More InfoInvest
PSG Flexible3.08.29.6More InfoInvest
Nedgroup Investments Opportunity Fund-8.32.16.5More InfoInvest
Foord Flexible FoF B2-4.14.17.9More InfoInvest
Rezco Managed Plus Fund-0.81.26.2More InfoInvest
Truffle MET Flexible Fund-3.61.58.3More InfoInvest
Nedgroup Investments Core Accelerated Fund-4.7More InfoInvest
Coronation Market Plus Fund-7.13.85.9More InfoInvest
Moderate 1 year3yrs5yrsData as at 31 October 2018
Allan Gray Balanced A-1.75.98.0More InfoInvest
Coronation Capital Plus-2.93.45.0More InfoInvest
Foord Balanced B2-5.02.25.6
More InfoInvest
Investec Managed A-0.35.58.6More InfoInvest
Investec Opportunity A0.64.27.0More InfoInvest
Investec Worldwide Flexible Fund-10.2More InfoInvest
Prudential Balanced A-2.24.07.5More InfoInvest
PSG Balanced A2.96.98.5More InfoInvest
Nedgroup Core Diversified-2.73.47.2More InfoInvest
Rezco Value Trend A-0.51.75.8More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 31 October 2018
Coronation Balanced Defensive A1.25.2
6.8More InfoInvest
Investec Cautious Managed A3.55.07.0More InfoInvest
Nedgroup Inv Stable A1.54.56.6More InfoInvest
Prudential Inflation Plus X-2.73.16.6More InfoInvest
Prosperity IP Worldwide Flexible FoF A2.96.5More InfoInvest
Sanlam Investment Management
Inflation Plus Fund
1.95.97.7More InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 31 October 2018
Allan Gray Bond A9.48.27.9More InfoInvest
Allan Gray Money Market7.87.77.1More InfoInvest
Allan Gray Optimal A6.57.38.5More InfoInvest
Allan Gray Stable A3.68.18.5More InfoInvest
Foord Conservative b2-0.23.9More InfoInvest
Coronation Strategic Income7.68.38.0More InfoInvest
Investec Diversified Income A8.08.07.7More InfoInvest
Nedgroup Inv Flexible Inc A8.28.68.4More InfoInvest
Nedgroup Core Guarded2.05.37.5More InfoInvest
Prescient Income Provider Fund 7.98.39.0More InfoInvest
Property 1 year3yrs5yrsData as at 31 October 2018
Nedgroup Inv Property A1-10.2-0.96.1More InfoInvest
Prudential Enh SA Prop Tracker A-19.3-2.56.0More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund8.64.913.9More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 31 October 2018
Allan Gray - Orbis Global Optimal FoF-2.14.47.6More InfoInvest
Allan Gray - Orbis Global Equity FF-4.511.113.1More InfoInvest
Allan Gray - Orbis Global FoF-3.08.911.5More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A-17.28.45.2More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A3.55.39.2More InfoInvest
Coronation Optimum Growth A-3.98.710.4More InfoInvest
Foord International FF R-1.74.29.8More InfoInvest
Investec Global Strategic Managed FF A-2.65.210.4More InfoInvest
Investec Global Franchise Feeder Fund7.08.815.0More InfoInvest
Nedgroup Inv Global Equity FF A6.010.015.6More InfoInvest
Coronation Global Managed (ZAR) FF A-1.56.310.2More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund 4.64.510.3More InfoInvest
Old Mutual Global Equity Fund 1.39.915.8More InfoInvest
Coronation Global Equity Select [ZAR] Feeder Fund-4.57.7More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 31 October 2018
Kagiso Islamic Equity-0.69.36.4More InfoInvest
Kagiso Islamic Balanced-0.96.65.7More InfoInvest
27four Balanced Prescient FoF A1-1.63.66.9More InfoInvest
Boutique Funds 1 year3yrs5yrsData as at at 31 October 2018
Momentum Income Plus A9.29.28.7More InfoInvest
Momentum Inflation Linked Bond A1.72.74.2More InfoInvest
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