Analysis of Unit Trust Returns Archive

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2007
30 September 2007: Overview of unit trust returns for the period ended 30 September 2007
30 June 2007: Rising interest rates a headwind for unit trust returns
31 March 2007: Multi-Manager Review first quarter 2007

2006
31 December: Unit trusts once again yield outstanding returns in 2006.
30 September: Equity markets and rand favourable for unit trust returns.
30 June: Market declines hamper unit trust returns.
31 March: Unit trusts recover well to end quarter on strong note.

2005
31 December: Unit Trust investors earned outstanding returns.
30 September: Another bumper quarter for unit trust investors.
30 June: Unit trusts resume positive returns after short breather.

2004
31 December: Domestic unit trusts achieve outstanding returns during 2004.
30 September: Unit trusts resume positive returns after short breather.
30 June: Unit trusts takes breather after five quarters of positive returns.
31 March: Markets again reward unit trust investors with positive returns.

2003
31 December: Unit trust investors achieve good returns again in fourth quarter.
30 September: Unit trust investors achieved good returns in third quarter.
30 June: Relief for unit trust investors in second quarter.


 

 

 

 

 

 

UNIT TRUSTS RESUME POSITIVE RETURNS AFTER SHORT BREATHER