CALL US021 001 2323

Unit Trust Performance

Access unit trust performance figures with

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 YTD5yrs10yrsData as at 31 May 2021
Allan Gray Equity A15.14.59.6More InfoInvest
Coronation Top 20 A15.18.610.8More InfoInvest
Foord Equity A14.30.88.5More InfoInvest
Prudential Dividend Maximiser A18.46.710.5More InfoInvest
Prudential Equity A20.28.311.3More InfoInvest
Marriott Dividend Growth R7.31.08.5More InfoInvest
Satrix ALSI Index A115.67.00.0More InfoInvest
Satrix MSCI World Equity Index FF A14.010.00.0More InfoInvest
Ninety One Equity Fund R14.97.812.0More InfoInvest
Allan Gray SA Equity Fund A17.83.80.0More InfoInvest
PSG Equity Fund Class A22.14.59.7More InfoInvest
Ninety One Value Fund R23.47.78.3More InfoInvest
Laurium Equity Prescient Fund (Nedgroup Inv SA Equity) A216.44.90.0More InfoInvest
Moderately Aggressive YTD5yrs10yrsData as at 31 May 2021
Coronation Balanced Plus A11.26.510.4More InfoInvest
PSG Flexible A21.15.110.1More InfoInvest
Nedgroup Investments Opportunity Fund A13.45.20.0More InfoInvest
Foord Flexible FoF A4.15.913.1More InfoInvest
Rezco Managed Plus Fund A0.94.410.4More InfoInvest
Truffle MET Flexible Fund A11.17.913.2More InfoInvest
Nedgroup Investments Core Accelerated Fund B12.30.00.0More InfoInvest
Coronation Market Plus Fund A11.46.610.8More InfoInvest
Moderate YTD5yrs10yrsData as at 31 May 2021
Allan Gray Balanced A10.95.1
9.9More InfoInvest
Coronation Capital Plus7.65.28.1More InfoInvest
Foord Balanced A6.94.69.5
More InfoInvest
Ninety One Managed R8.08.112.0More InfoInvest
Ninety One Opportunity R5.66.010.2More InfoInvest
Ninety One Worldwide Flexible Fund E7.93.30.0More InfoInvest
Amplify SCI Balanced A110.98.20.0More InfoInvest
Prudential Balanced A11.15.79.9More InfoInvest
PSG Balanced A19.75.69.5More InfoInvest
Nedgroup Core Diversified B10.46.110.3More InfoInvest
Rezco Value Trend A0.54.611.0More InfoInvest
Old Mutual Absolute Smooth Growth Portfolio3.8More InfoInvest
Moderately Conservative YTD5yrs10yrsData as at 31 May 2021
Coronation Balanced Defensive A5.76.19.0More InfoInvest
Ninety One Cautious Managed A3.56.28.6More InfoInvest
Nedgroup Inv Stable A3.06.59.4More InfoInvest
Prudential Inflation Plus A8.73.48.3More InfoInvest
Prosperity IP Worldwide Flexible FoF A1.16.20.0More InfoInvest
Sanlam Investment Management
Inflation Plus Fund InfoInvest
Conservative/ Income Fund YTD5yrs10yrsData as at 31 May 2021
Allan Gray Bond A3.19.98.7More InfoInvest
Allan Gray Money Market1.77.16.5More InfoInvest
Allan Gray Optimal A1.82.85.2More InfoInvest
Allan Gray Stable A7.25.88.6More InfoInvest
Foord Conservative A5.06.20.0More InfoInvest
Coronation Strategic Income A2.67.38.1More InfoInvest
Ninety One Diversified Income A2.47.37.8More InfoInvest
Kagiso Stable Fund A13.58.28.5More InfoInvest
Nedgroup Inv Flexible Inc A3.47.88.3More InfoInvest
Nedgroup Core Guarded B6.66.69.3More InfoInvest
Prescient Income Provider Fund A12.17.48.4More InfoInvest
Old Mutual Multi-managers Enhanced Income Fund2.57.37.1More InfoInvest
Property YTD5yrs10yrsData as at 31 May 2021
Nedgroup Inv Property A19.1-9.92.6More InfoInvest
Catalyst Global Real Estate Prescient Feeder Fund6.52.313.1More InfoInvest
Offshore Funds YTD5yrs10yrsData as at 31 May 2021
Allan Gray - Orbis Global Optimal FoF-1.5-3.37.2More InfoInvest
Allan Gray - Orbis Global Equity FF6.59.77.5More InfoInvest
Allan Gray - Orbis Global FoF4.14.813.6More InfoInvest
Coronation Global Em Mkts Flex [ZAR] A-3.710.512.3More InfoInvest
Coronation Global Cap. Plus [ZAR] FF A- InfoInvest
Coronation Optimum Growth A-4.38.815.4More InfoInvest
Foord International FF A2.54.313.0More InfoInvest
Ninety One Global Strategic Managed FF A- InfoInvest
Ninety One Global Franchise Feeder Fund A2.69.417.1More InfoInvest
Nedgroup Inv Global Equity FF A2.09.673.4More InfoInvest
Coronation Global Managed (ZAR) FF A0.35.614.3More InfoInvest
Nedgroup Investments Global Cautious Feeder Fund A-3.30.310.6More InfoInvest
Old Mutual Global Equity Fund R7.110.720.0More InfoInvest
Coronation Global Equity Select [ZAR] Feeder Fund A4.610.40.0More InfoInvest
Shari'ah Compliant YTD5yrs10yrsData as at 31 May 2021
Kagiso Islamic Equity18.310.19.3More InfoInvest
Kagiso Islamic Balanced13.58.68.2More InfoInvest
27four Balanced Prescient FoF A17.95.410.0More InfoInvest

Does your money work for you?

Calculate your optimal investment needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?

Chat to your portfolio manager


Let's chat

One of our investment consultants will contact you shortly.

Newsletter Signup

Please complete all information below to sign up.

Need Advice?

xxx OK