Account options
Whatever you're investing for, we have an investment account to meet your goals.
Grow Your Wealth
Whether you are investing for a goal, a holiday or a rainy day, we have an investment account for you.
Basic Unit Trust
Investing in a unit trust is a simple and cost-effective way to save for most of your investment goals. Whether you are wanting to generate long-term wealth or save for a short-term goal, unit trusts are the perfect place to do this.
All you need is a minimum of R5,000 to invest as a lump sum, or a R500 a month debit order.
Tax-Free Investment
The Coronation Tax-Free Investment allows you to invest in a range of funds without incurring any tax. When you invest tax free, you pay no income, dividend or capital gains tax on your investment gains, which boosts your investment return.
Use your annual allowance of up to R36,000 to invest tax free and grow your wealth.
Offshore Investing
Access global financial markets by investing in a rand-denominated fund, or use your offshore allowance to invest in one of our foreign currency funds.
Invest from as little as $500 in our offshore range.
Endowment Plan
The Coronation Endowment Plan is an investment plan which allows you to create wealth tax-efficiently. This plan benefits investors with a marginal tax rate greater than 30% and a minimum investment time horizon of 5 years. Access to your investment is limited in the first 5-year period.
Save for Retirement
Save for your retirement with a Coronation Retirement Annuity or preserve your retirement savings when you change jobs with a Coronation Preservation fund.
Retirement Annuity
Investing in a Coronation Retirement Annuity is a tax-efficient way to save for retirement. Your contributions are tax-deductible, and your investment returns are not taxed while you remain invested.
You can make lump sum deposits of R5,000 or more (R10,000 for the initial investment) or regular monthly contributions from R500 per month.
Preservation Fund
The Coronation Preservation Pension Fund and Coronation Preservation Provident Fund are suitable for people changing employment and who have already built up retirement savings as a prior member of an occupational pension or provident fund and who wish to preserve the tax deductions previously granted on retirement fund contributions.
Retirement Income
Draw an income in retirement with a Coronation Living Annuity.
Living Annuity
The Coronation Living Annuity provides a regular income upon retiring from your retirement fund where no tax is payable on any investment gains earned in the living annuity.
