×
Access unit trust performance figures with investonline.co.za
Unit trust performance figuresare 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.
Investonlineunit trustperformance 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 | 1yr | 3yrs | 5yrs | Data as at 29 Feb 2024 | |
|---|---|---|---|---|---|
| Allan Gray Equity A | 6.2 | 12.4 | 9.4 | More InfoInvest | |
| Coronation Top 20 A | -3.7 | 7.7 | 10.3 | More InfoInvest | |
| Foord Equity A | 4.0 | 11.0 | 8.1 | More InfoInvest | |
| M&G Dividend Maximiser A | -0.9 | 10.4 | 10.0 | More InfoInvest | |
| M&G Equity A | -4.6 | 9.7 | 10.0 | More InfoInvest | |
| Marriott Dividend Growth R | 8.4 | 10.6 | 5.7 | More InfoInvest | |
| Satrix ALSI Index A1 | -3.5 | 6.8 | 8.5 | More InfoInvest | |
| Satrix MSCI World Equity Index FF A1 | 29.2 | 16.2 | 17.6 | More InfoInvest | |
| Ninety One Equity Fund R | 0.6 | 6.6 | 9.3 | More InfoInvest | |
| Allan Gray SA Equity Fund A | -0.5 | 10.4 | 7.1 | More InfoInvest | |
| PSG Equity Fund Class A | 0.3 | 16.3 | 9.0 | More InfoInvest | |
| Ninety One Value Fund R | 6.3 | 10.4 | 9.6 | More InfoInvest | |
| Laurium Equity Prescient Fund (Nedgroup Inv SA Equity) A2 | -7.7 | 7.0 | 7.0 | More InfoInvest |
| Moderately Aggressive | 1yr | 3yrs | 5yrs | Data as at 29 Feb 2024 | |
|---|---|---|---|---|---|
| Coronation Balanced Plus A | 8.0 | 8.9 | 10.0 | 7.6 | |
| PSG Flexible A | 0.5 | 15.2 | 9.3 | More InfoInvest | |
| Nedgroup Investments Opportunity Fund A | 1.5 | 13.1 | 10.7 | More InfoInvest | |
| Foord Flexible FoF A | 0.6 | 5.3 | 8.8 | More InfoInvest | |
| Rezco Managed Plus Fund A | 6.2 | 3.8 | 6.3 | More InfoInvest | |
| Truffle MET Flexible Fund A | -0.0 | 6.7 | 10.4 | More InfoInvest | |
| Nedgroup Investments Core Accelerated Fund B | 9.4 | 11.3 | 9.8 | More InfoInvest | |
| Coronation Market Plus Fund A | 8.4 | 9.7 | 10.9 | More InfoInvest |
| Moderate | 1yr | 3yrs | 5yrs | Data as at 29 Feb 2024 | |
|---|---|---|---|---|---|
| Allan Gray Balanced A | 6.2 | 11.0 | 9.5 | More InfoInvest | |
| Coronation Capital Plus | 10.1 | 8.9 | 8.8 | More InfoInvest | |
| Foord Balanced A | 2.8 | 7.9 | 8.6 | More InfoInvest | |
| Ninety One Managed R | 6.2 | 6.3 | 8.9 | More InfoInvest | |
| Ninety One Opportunity R | 13.1 | 11.0 | 10.6 | More InfoInvest | |
| Ninety One Worldwide Flexible Fund E | 7.0 | 7.0 | 8.2 | More InfoInvest | |
| Amplify SCI Balanced A1 | 3.1 | 8.5 | 0.0 | More InfoInvest | |
| M&G Balanced A | 3.8 | 10.0 | 8.7 | More InfoInvest | |
| PSG Balanced A | 1.4 | 14.5 | 9.8 | More InfoInvest | |
| Nedgroup Core Diversified B | 8.5 | 10.2 | 9.7 | More InfoInvest | |
| Rezco Value Trend A | 5.3 | 4.3 | 6.3 | More InfoInvest | |
| Old Mutual Absolute Smooth Growth Portfolio | 8.4 | 8.6 | 5.8 | More InfoInvest | |
| Prescient Balanced Fund | 9.8 | 8.3 | 9.2 | More InfoInvest |
| Moderately Conservative | 1yr | 3yrs | 5yrs | Data as at 29 Feb 2024 | |
|---|---|---|---|---|---|
| Coronation Balanced Defensive A | 10.2 | 8.2 | 8.3 | More InfoInvest | |
| Ninety One Cautious Managed A | 10.0 | 7.4 | 7.9 | More InfoInvest | |
| Nedgroup Inv Stable A | 3.9 | 6.9 | 8.3 | More InfoInvest | |
| M&G Inflation Plus A | 4.4 | 8.7 | 6.7 | More InfoInvest | |
| Prosperity IP Worldwide Flexible FoF A | 6.2 | 10.7 | 9.0 | More InfoInvest | |
| Sanlam Investment Management Inflation Plus Fund | 6.4 | 7.1 | 7.1 | More InfoInvest |
| Conservative/ Income Fund | 1yr | 3yrs | 5yrs | Data as at 29 Feb 2024 | |
|---|---|---|---|---|---|
| Allan Gray Bond A | 7.7 | 7.0 | 7.3 | More InfoInvest | |
| Allan Gray Money Market | 8.7 | 6.4 | 6.4 | More InfoInvest | |
| Allan Gray Optimal A | 6.1 | 5.6 | 3.0 | More InfoInvest | |
| Allan Gray Stable A | 7.6 | 9.4 | 8.2 | More InfoInvest | |
| Foord Conservative A | 4.2 | 7.7 | 8.6 | More InfoInvest | |
| Coronation Strategic Income A | 10.1 | 7.4 | 6.8 | More InfoInvest | |
| Ninety One Diversified Income A | 8.8 | 7.0 | 6.9 | More InfoInvest | |
| Camissa Stable Fund A | 3.4 | 10.1 | 7.9 | More InfoInvest | |
| Nedgroup Inv Flexible Inc A | 8.7 | 7.4 | 7.4 | More InfoInvest | |
| Nedgroup Core Guarded B | 8.7 | 8.7 | 8.6 | More InfoInvest | |
| Prescient Income Provider Fund A1 | 9.2 | 7.6 | 7.0 | More InfoInvest | |
| Old Mutual Multi-managers Enhanced Income Fund | 9.0 | 6.8 | 6.6 | More InfoInvest |
| Property | 1yr | 3yrs | 5yrs | Data as at 29 Feb 2024 | |
|---|---|---|---|---|---|
| Nedgroup Inv Property A | 10.8 | 16.0 | -2.6 | More InfoInvest | |
| Catalyst Global Real Estate Prescient Feeder Fund | 2.6 | 6.5 | 6.4 | More InfoInvest |
| Offshore Funds | 1yr | 3yrs | 5yrs | Data as at 29 Feb 2024 | |
|---|---|---|---|---|---|
| Allan Gray - Orbis Global Optimal FoF | 6.4 | 14.2 | 8.8 | More InfoInvest | |
| Allan Gray - Orbis Global Equity FF | 24.4 | 14.6 | 16.6 | More InfoInvest | |
| Allan Gray - Orbis Global Balanced Feeder | 16.2 | 15.3 | 14.3 | More InfoInvest | |
| Coronation Global Em Mkts Flex [ZAR] A | 13.1 | -5.7 | 5.4 | More InfoInvest | |
| Coronation Global Cap. Plus [ZAR] FF A | 12.4 | 10.9 | 10.5 | More InfoInvest | |
| Foord International FF A | -6.0 | 6.7 | 8.7 | More InfoInvest | |
| Ninety One Global Strategic Managed FF A | 6.2 | 5.7 | 10.2 | More InfoInvest | |
| Ninety One Global Franchise Feeder Fund A | 23.5 | 14.1 | 15.7 | More InfoInvest | |
| Nedgroup Inv Global Equity FF A | 24.8 | 13.3 | 15.5 | More InfoInvest | |
| Coronation Global Managed (ZAR) FF A | 15.9 | 7.7 | 10.9 | More InfoInvest | |
| Nedgroup Investments Global Cautious Feeder Fund B2 | 12.1 | 9.7 | 8.4 | More InfoInvest | |
| Old Mutual Global Equity Fund R | 29.1 | 18.5 | 17.6 | More InfoInvest | |
| Coronation Global Equity Select [ZAR] Feeder Fund A | 21.1 | 6.5 | 12.4 | More InfoInvest | |
| Coronation Global Optimum Growth [ZAR] Feeder Fund | 15.9 | 3.4 | 9.4 | More InfoInvest | |
| Coronation Global Strategic USD Income [ZAR] Feeder Fund | 10.0 | 10.5 | 8.7 | More InfoInvest |
| Shari'ah Compliant | 1yr | 3yrs | 5yrs | Data as at 29 Feb 2024 | |
|---|---|---|---|---|---|
| Camissa Islamic Equity | -3.6 | 6.1 | 8.1 | More InfoInvest | |
| Camissa Islamic Balanced | 0.2 | 6.2 | 8.4 | More InfoInvest | |
| 27four Balanced Prescient FoF A1 | 9.1 | 8.7 | 8.1 | More InfoInvest |
Welcome to Investonline
Investonline launched in 2009 to provide independent investment advice in a digital age that is forever evolving. By utilising technology and the latest financial planning models, financial planning can now be done from the comfort of your own home or office while still preserving the personal relationship that is at the heart of financial advice.
Each client is serviced by their own personal Client Portfolio Manager, with a support team, to ensure effortless portfolio management and financial planning.
Our Service Offering
Financial Planning
Lifestyle financial planning tailor-made for you
Investment Management
Portfolio management, market updates and quarterly reviews
Offshore Investing
Offshore portfolio structuring and management
Estate Planning
Planning for your legacy and loved ones
Income Planning
Transitioning from employment income to retirement income
Tax Planning
Structuring your investments for optimal tax efficiency
Speak to a Client Portfolio Manager
Digital Financial Planning With Us
At Investonline, our team’s focus is on working together with our clients to create their personal financial plans by following our digital financial planning process. Our financial planning reports are designed and built around your financial future and the lifestyle you want to lead.
Once we have implemented your financial plan and structured your investment portfolio, we will regularly review both to ensure that you stay on track to achieve your financial goals. This includes making adjustments, when necessary, to either the investment strategy or your personalised plan.
Our Process
Discovery
Complete your details using Asset-Map.
Meeting
Meet with our team using Zoom, MS Teams or in person.
Implementation
Receive a full financial planning report, investment strategy and structure.
Experience our Value-Add over the long term
Investing with Investonline is much more than a once-off experience. Our service offering has been constructed to add value to our investors through every step of their financial and retirement journey.
What are my retirement needs?
What our clients say
View all reviews on 
The Best Investment Decision I ever Made
From the time I first connected with Investonline many years ago, the feel-good element was present. Professional, friendly, and proactive advice and suggestions, have always been provided in the best interests of the client. I continue to be very happy with all interactions with Investonline, from my designated Financial Planner, to whoever else might be on the end of a telephone call or e-mail.
Mervyn Sparks
Understanding the Client's Needs
Great to deal with a company who went out of their way to understand my specific needs and to explain their reasons for suggesting alternative investments to what I initially was considering. Admin and contact with Investonline has been excellent so far.
Lindsay Bassett
First time investor
As a complete stranger to investing large sums of money, the team at Ivestonline where unbelievably professional and my portfolio was created without a glitch. I am super confident of a long and prosperous relationship.
Cobus Nolte
Thank you once again for your excellent service
Thank you once again for your excellent service Stuart. You are always there for us when necessary and we really appreciate your friendly and honest approach and very professional assistance.We look forward to a long and mutual relationship with you and Investonline.
Richard & Claire, Knysna.
Our Partners
Member of
Investonline Portfolio Performance
Actual 10-year performance annualised from Feb 2014 to Feb 2024
9.0% Aggressive 10 Yr Annualised
8.0% Moderate 10 Yr Annualised
7.4% Conservative 10 Yr Annualised
Investment Insights
Small investment choices have large consequences over the long-term
Investing through the right investment vehicles and structures can add ...
Investonline: Offshore Investment Webinar recording and slides
Last week we hosted a webinar on offshore investing and the benefits o ...
Why You Should Partner with a Financial Planner
Partnering with a qualified and experienced financial planner can add ...
Assessing Investment Options
Deciding where to invest your hard-earned cash can be challenging, esp ...
Ethos
Integrity, a strong sense of responsibility, an emphasis on quality, discipline and teamwork inform Investonline’s ethos. It is only with these beliefs that we can offer a truly professional service that encompasses independent advice, denotes transparency and translates into fair fees.
Values
In our business, we place the highest value on Trust, Respect, Passion, Dedication, Performance, Research and Learning.
Culture
We work towards Investonline being a happy and productive workplace that benefits our clients. We encourage independence and accountability, best practice, reward achievement and work tirelessly to deliver client service that makes us proud.
Contact Us
We’d like to hear from you.
Send an email, give us a call / video call or come see us in person.
- Approved by the FSCA FSP Number 40592
- Secure Website
Ready to invest?
Need advice?
Let us call you
Contact us
- 021 001 2323 / 021 206 6422
- info@investonline.co.za
- More contacts
×
Let's chat
One of our investment consultants will contact you shortly.
×
Newsletter Signup
Please complete all information below to sign up.
×
Need Advice?
xxxOK
