Unit Trust Performance

Aggressive	1yr	3yrs	5yrs	31 March 25
Allan Gray Equity A	13.0%	11.7%	18.6%	More Info
Coronation Top 20 A	21.3%	9.5%	18.6%	More Info
Foord Equity A	23.1%	13.1%	19.0%	More Info
M&G Dividend Maximiser A	18.1%	9.0%	19.0%	More Info
M&G Equity A	17.6%	7.8%	19.9%	More Info
Marriott Dividend Growth R	6.9%	6.7%	9.3%	More Info
Satrix ALSI Index A1	22.1%	8.7%	18.2%	More Info
Satrix MSCI World Equity Index FF A1	3.5%	14.8%	15.5%	More Info
Ninety One Equity Fund R	16.9%	6.6%	11.5%	More Info
Allan Gray SA Equity Fund A	12.1%	5.4%	15.9%	More Info
PSG Equity Fund Class A	17.8%	11.6%	24.6%	More Info
Ninety One Value Fund R	31.0%	13.2%	21.9%	More Info
Laurium Equity Prescient Fund (Nedgroup Inv SA Equity) A2	21.8%	8.0%	18.8%	More Info

Moderately Aggressive	1yr	3yrs	5yrs	31 March 25
Coronation Balanced Plus A	12.4%	9.7%	15.3%	More Info
PSG Flexible A	15.3%	10.9%	22.3%	More Info
Nedgroup Investments Opportunity Fund A	23.6%	12.9%	18.5%	More Info
Foord Flexible FoF A	12.1%	10.3%	10.6%	More Info
Rezco Managed Plus Fund A	1.8%	6.4%	4.4%	More Info
Truffle SCI Flexible Fund A	16.7%	9.8%	13.9%	More Info
Nedgroup Investments Core Accelerated Fund B	13.0%	10.2%	16.9%	More Info
Coronation Market Plus Fund A	13.9%	11.2%	17.1%	More Info

Moderate	1yr	3yrs	5yrs	31 March 25
Allan Gray Balanced A	12.7%	11.3%	15.5%	More Info
Coronation Capital Plus	11.8%	10.3%	13.3%	More Info
Foord Balanced A	14.6%	11.3%	13.9%	More Info
Ninety One Managed R	8.5%	7.7%	9.2%	More Info
Ninety One Opportunity R	10.9%	11.8%	12.0%	More Info
Ninety One Worldwide Flexible Fund E	9.1%	8.3%	11.1%	More Info
Amplify SCI Balanced A1	14.8%	9.8%	15.7%	More Info
M&G Balanced A	14.3%	9.6%	15.6%	More Info
PSG Balanced A	16.1%	11.0%	21.2%	More Info
Nedgroup Core Diversified B	13.4%	9.9%	15.4%	More Info
Rezco Value Trend A	1.3%	6.3%	4.7%	More Info
Old Mutual Absolute Smooth Growth Portfolio	9.1%	8.4%	6.8%	More Info
Prescient Balanced Fund	14.0%	9.0%	14.4%	More Info

Moderately Conservative	1yr	3yrs	5yrs	31 March 25
Coronation Balanced Defensive A	10.8%	10.0%	11.7%	More Info
Ninety One Cautious Managed A	10.2%	8.9%	8.8%	More Info
Nedgroup Inv Stable A	11.5%	9.5%	10.1%	More Info
M&G Inflation Plus A	13.7%	8.9%	12.6%	More Info
Prosperity IP Worldwide Flexible FoF A	17.6%	14.5%	11.2%	More Info
Sanlam Investment Management Inflation Plus Fund	11.7%	8.2%	9.4%	More Info

Conservative/ Income Fund	1yr	3yrs	5yrs	31 March 25
Allan Gray Bond A	17.9%	9.3%	10.7%	More Info
Allan Gray Money Market	8.7%	8.0%	6.7%	More Info
Allan Gray Optimal A	6.5%	3.9%	5.1%	More Info
Allan Gray Stable A	11.4%	10.1%	12.1%	More Info
Foord Conservative A	14.4%	10.7%	11.7%	More Info
Coronation Strategic Income A	11.5%	9.3%	8.7%	More Info
Ninety One Diversified Income A	10.5%	8.5%	7.7%	More Info
Camissa Stable Fund A	25.0%	10.7%	14.2%	More Info
Nedgroup Inv Flexible Inc A	10.4%	8.9%	8.6%	More Info
Nedgroup Core Guarded B	12.5%	9.5%	12.0%	More Info
Prescient Income Provider Fund A1	11.4%	8.9%	8.4%	More Info
Old Mutual Multi-managers Enhanced Income Fund	10.0%	8.4%	7.8%	More Info

Property	1yr	3yrs	5yrs	31 March 25
Nedgroup Inv Property A	21.8%	9.4%	18.0%	More Info
Catalyst Global Real Estate Prescient Feeder Fund	0.5%	1.1%	4.8%	More Info

Offshore Funds	1yr	3yrs	5yrs	31 March 25
Allan Gray - Orbis Global Optimal FoF	4.5%	14.6%	8.4%	More Info
Allan Gray - Orbis Global Equity FF	2.1%	17.5%	16.1%	More Info
Allan Gray - Orbis Global Balanced Feeder	10.5%	17.6%	15.8%	More Info
Coronation Global Em Mkts Flex [ZAR] A	-1.0%	11.0%	3.1%	More Info
Coronation Global Cap. Plus [ZAR] FF A	4.0%	12.4%	6.6%	More Info
Foord International FF A	5.1%	7.4%	5.5%	More Info
Ninety One Global Strategic Managed FF A	-0.8%	7.3%	6.9%	More Info
Ninety One Global Franchise Feeder Fund A	1.7%	12.2%	10.3%	More Info
Nedgroup Inv Global Equity FF A	2.2%	12.6%	11.6%	More Info
Coronation Global Managed (ZAR) FF A	11.0%	13.9%	9.4%	More Info
Nedgroup Investments Global Cautious Feeder Fund B2	2.2%	11.1%	4.6%	More Info
Old Mutual Global Equity Fund R	4.2%	16.2%	16.7%	More Info
Coronation Global Equity Select [ZAR] Feeder Fund A	12.0%	15.0%	11.7%	More Info
Coronation Global Optimum Growth [ZAR] Feeder Fund	6.9%	12.6%	7.1%	More Info
Coronation Global Strategic USD Income [ZAR] Feeder Fund	2.2%	12.4%	4.3%	More Info

Shari'ah Compliant	1yr	3yrs	5yrs	31 Mar '25
Camissa Islamic Equity	10.4%	1.6%	15.2%	More Info
Camissa Islamic Balanced	8.3%	3.4%	12.8%	More Info
27four Balanced Prescient FoF A1	5.7%	4.7%	10.2%	More Info

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Smart Long-Term Investing

For the best results, hold unit trusts for 3–5 years. This strategy often delivers above-inflation returns, especially for smaller, long-term investments. Investonline helps you stay on top of your funds’ performance with consistent updates and insights.

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A Quick Look at Unit Trusts

Unit trusts started in 1931 in the UK and have become a popular, low-risk investment choice worldwide, including in South Africa. They’re ideal for investors seeking a simple, flexible way to invest. With high liquidity and professional fund management, unit trusts are a smart option for building long-term financial security—especially with regular monthly contributions.