Since the launch of our first unit trust fund in 1996, the unit trusts range has grown to include a variety of managed, equity, fixed interest and international funds.

Our ability to consistently produce superior investment performance for our clients is demonstrated in being a three times winner of the Raging Bull Best Unit Trust Company of the Year Award in South Africa.

To assist investors, we have simplified the range by grouping the unit trusts into core and comprehensive.

Coronation core funds are designed to enable easy and efficient investment management for investors and their financial advisors. The unit trusts and unit trust funds are constructed to meet specific risk/return objectives and are managed with a flexible mandate. By investing in a core fund, investors draw on the combined output of the Coronation investment team and process.

Our core funds are the Coronation Strategic Income Fund, Balanced Defensive Fund, Capital Plus Fund, Balanced Plus Fund, Top 20 Fund, Latitude [ZAR] and the World Equity [ZAR] Fund of Funds.

Our comprehensive range of trust funds comprises the core range in addition to specialist sector, fixed interest and real estate, general equity, managed and international offshore-based funds of funds. The range provides the discerning investor with an optimal spread of funds from which to create and self-manage more complex investment portfolios. In selecting the appropriate building blocks to create your own investment portfolio more intense management may be required to ensure that as market conditions change, your portfolio continues to meet your specific investment objectives and risk/return profile.

To find out more about our unit trusts and trust funds please click here to contact us.