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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 31 August 2020
Allan Gray Equity A-2.6-1.43.0More InfoInvest
Coronation Top 20 A7.60.64.5More InfoInvest
Foord Equity R-4.8-6.0-2.2More InfoInvest
Prudential Dividend Maximiser A1.01.03.2More InfoInvest
Prudential Equity A1.60.93.3More InfoInvest
36ONE BCI Equity24.110.28.4More InfoInvest
Marriott Dividend Growth R-8.6-2.90.1More InfoInvest
Satrix ALSI Index A13.01.84.4More InfoInvest
Satrix MSCI World Equity Index FF A229.019.014.8More InfoInvest
Ninety One Equity Fund10.34.65.2More InfoInvest
Allan Gray SA Equity Fund-8.6-4.31.0More InfoInvest
PSG Equity Fund Class E-11.0-8.3-1.4More InfoInvest
Ninety One Value Fund-1.70.710.0More InfoInvest
Laurium Equity Prescient Fund-3.6-1.60.6More InfoInvest
Moderately Aggressive 1 year3yrs5yrsData as at 31 August 2020
Coronation Balanced Plus A7.93.64.8More InfoInvest
PSG Flexible-11.0-5.10.9More InfoInvest
Nedgroup Investments Opportunity Fund-1.00.63.2More InfoInvest
Foord Flexible FoF B220.59.28.5More InfoInvest
Rezco Managed Plus Fund19.110.26.5More InfoInvest
Truffle MET Flexible Fund12.47.16.1More InfoInvest
Nedgroup Investments Core Accelerated Fund1.61.40.0More InfoInvest
Coronation Market Plus Fund6.82.45.1More InfoInvest
Moderate 1 year3yrs5yrsData as at 31 August 2020
Allan Gray Balanced A2.01.9
5.2More InfoInvest
Coronation Capital Plus3.93.14.2More InfoInvest
Foord Balanced B210.45.05.2
More InfoInvest
Ninety One Managed A12.38.89.1More InfoInvest
Ninety One Opportunity A12.08.28.0More InfoInvest
Ninety One Worldwide Flexible Fund11.63.80.0More InfoInvest
Amplify SCI Balanced 3.04.80.0More InfoInvest
Prudential Balanced A0.82.74.5More InfoInvest
PSG Balanced A-5.3-3.61.2More InfoInvest
Nedgroup Core Diversified5.53.95.1More InfoInvest
Rezco Value Trend A18.39.26.2More InfoInvest
Old Mutual Absolute Smooth Growth Portfolio3.84.7More InfoInvest
Moderately Conservative 1 year3yrs5yrsData as at 31 August 2020
Coronation Balanced Defensive A5.25.35.9More InfoInvest
Ninety One Cautious Managed A9.78.47.5More InfoInvest
Nedgroup Inv Stable A13.38.57.4More InfoInvest
Prudential Inflation Plus X-3.00.32.5More InfoInvest
Prosperity IP Worldwide Flexible FoF A5.88.68.3More InfoInvest
Sanlam Investment Management
Inflation Plus Fund
5.76.26.9More InfoInvest
Conservative/ Income Fund 1 year3yrs5yrsData as at 31 August 2020
Allan Gray Bond A3.78.48.4More InfoInvest
Allan Gray Money Market6.97.57.5More InfoInvest
Allan Gray Optimal A-8.21.13.3More InfoInvest
Allan Gray Stable A2.64.56.6More InfoInvest
Foord Conservative b210.97.36.5More InfoInvest
Coronation Strategic Income4.26.97.6More InfoInvest
Ninety One Diversified Income A6.37.87.9More InfoInvest
Kagiso Stable Fund-8.32.34.5More InfoInvest
Nedgroup Inv Flexible Inc A6.07.88.1More InfoInvest
Nedgroup Core Guarded6.35.96.3More InfoInvest
Prescient Income Provider Fund 4.97.17.7More InfoInvest
Old Mutual Multi-managers Enhanced Income Fund4.96.87.1More InfoInvest
Property 1 year3yrs5yrsData as at 31 August 2020
Nedgroup Inv Property A1-38.6-26.0-14.9More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund2.712.29.1More InfoInvest
Offshore Funds 1 year3yrs5yrData as at 31 August 2020
Allan Gray - Orbis Global Optimal FoF4.70.73.1More InfoInvest
Allan Gray - Orbis Global Equity FF26.711.113.7More InfoInvest
Allan Gray - Orbis Global FoF17.77.39.5More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A28.512.416.2More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A16.712.28.9More InfoInvest
Coronation Optimum Growth A28.116.415.8More InfoInvest
Foord International FF R23.512.510.0More InfoInvest
Ninety One Global Strategic Managed FF A24.514.611.2More InfoInvest
Ninety One Global Franchise Feeder Fund29.922.116.9More InfoInvest
Nedgroup Inv Global Equity FF A26.618.515.2More InfoInvest
Coronation Global Managed (ZAR) FF A24.413.411.3More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund 13.810.47.1More InfoInvest
Old Mutual Global Equity Fund 23.515.013.2More InfoInvest
Coronation Global Equity Select [ZAR] Feeder Fund29.115.714.0More InfoInvest
Shari'ah Compliant 1 year3yrs5yrsData as at 31 August 2020
Kagiso Islamic Equity-2.02.25.8More InfoInvest
Kagiso Islamic Balanced3.34.05.9More InfoInvest
27four Balanced Prescient FoF A13.84.15.0More InfoInvest

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