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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 September 2019
Allan Gray Equity A-6.31.64.3More InfoInvest
Coronation Top 20 A2.42.63.8More InfoInvest
Foord Equity R-5.7-3.20.2More InfoInvest
Prudential Dividend Maximiser A-3.53.94.1More InfoInvest
Prudential Equity A-3.54.24.2More InfoInvest
36ONE BCI Equity4.04.47.0More InfoInvest
Marriott Dividend Growth R0.81.74.3More InfoInvest
Satrix ALSI Index A11.14.14.3More InfoInvest
Satrix MSCI World Equity Index FF A28.013.012.5More InfoInvest
Investec Equity Fund0.33.56.9More InfoInvest
Allan Gray SA Equity Fund-7.10.3More InfoInvest
PSG Equity Fund Class E-15.00.32.5More InfoInvest
Investec Value Fund31.4-0.66.5More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 30 September 2019
Coronation Balanced Plus A2.23.75.0More InfoInvest
PSG Flexible-8.12.75.9More InfoInvest
Nedgroup Investments Opportunity Fund8.03.76.3More InfoInvest
Foord Flexible FoF B23.14.77.0More InfoInvest
Rezco Managed Plus Fund6.65.86.1More InfoInvest
Truffle MET Flexible Fund8.44.87.5More InfoInvest
Nedgroup Investments Core Accelerated Fund1.1More InfoInvest
Coronation Market Plus Fund3.73.44.9More InfoInvest
Moderate 1 year3yrs5yrsData as at 30 September 2019
Allan Gray Balanced A-1.73.3
5.7More InfoInvest
Coronation Capital Plus3.43.84.5More InfoInvest
Foord Balanced B21.63.54.8
More InfoInvest
Investec Managed A5.67.28.6More InfoInvest
Investec Opportunity A3.25.66.8More InfoInvest
Investec Worldwide Flexible Fund-2.12.0More InfoInvest
Laurium Balanced Prescient4.08.1More InfoInvest
Prudential Balanced A-0.44.85.9More InfoInvest
PSG Balanced A-9.81.94.9More InfoInvest
Nedgroup Core Diversified2.64.35.9More InfoInvest
Rezco Value Trend A3.95.15.6More InfoInvest
Old Mutual Absolute Smooth Growth Portfolio4.66.28.6More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 30 September 2019
Coronation Balanced Defensive A5.75.8
6.4More InfoInvest
Investec Cautious Managed A6.66.87.1More InfoInvest
Nedgroup Inv Stable A6.36.06.7More InfoInvest
Prudential Inflation Plus X1.43.25.2More InfoInvest
Prosperity IP Worldwide Flexible FoF A17.18.49.3More InfoInvest
Sanlam Investment Management
Inflation Plus Fund
6.66.97.6More InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 30 September 2019
Allan Gray Bond A11.510.29.2More InfoInvest
Allan Gray Money Market7.87.97.5More InfoInvest
Allan Gray Optimal A3.74.97.3More InfoInvest
Allan Gray Stable A2.46.17.4More InfoInvest
Foord Conservative b25.85.56.0More InfoInvest
Coronation Strategic Income8.98.38.3More InfoInvest
Investec Diversified Income A8.58.08.4More InfoInvest
Kagiso Stable Fund10.37.27.5More InfoInvest
Nedgroup Inv Flexible Inc A9.28.38.4More InfoInvest
Nedgroup Core Guarded5.56.07.0More InfoInvest
Prescient Income Provider Fund 8.78.38.7More InfoInvest
Old Mutual Multi-managers Enhanced Income Fund8.17.97.4More InfoInvest
Property 1 year3yrs5yrsData as at 30 September 2019
Nedgroup Inv Property A1-32.9-12.8-3.6More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund23.19.813.9More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 30 September 2019
Allan Gray - Orbis Global Optimal FoF-5.6-0.93.5More InfoInvest
Allan Gray - Orbis Global Equity FF-3.87.09.7More InfoInvest
Allan Gray - Orbis Global FoF-4.04.17.8More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A14.39.16.7More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A11.26.78.5More InfoInvest
Coronation Optimum Growth A15.510.610.5More InfoInvest
Foord International FF R7.66.49.0More InfoInvest
Investec Global Strategic Managed FF A9.78.19.6More InfoInvest
Investec Global Franchise Feeder Fund12.213.214.5More InfoInvest
Nedgroup Inv Global Equity FF A10.813.713.6More InfoInvest
Coronation Global Managed (ZAR) FF A8.57.99.0More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund 6.63.98.1More InfoInvest
Old Mutual Global Equity Fund 0.912.012.8More InfoInvest
Coronation Global Equity Select [ZAR] Feeder Fund8.610.8More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 30 September 2019
Kagiso Islamic Equity1.66.65.1More InfoInvest
Kagiso Islamic Balanced2.05.44.5More InfoInvest
27four Balanced Prescient FoF A14.44.86.5More InfoInvest

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