Total investment value
Annualised return
investment horizon
Long term Fund options
Popular choice
Market Plus
This fund is for long-term investors who want to grow their savings meaningfully. It invests in a wide range of local and global assets (shares, bonds, property, and cash) to capture the best growth opportunities. Its growth asset bias makes it a suitable unit trust fund choice for long-term investors.
- Invests across shares, bonds, property, and cash, locally and offshore
- Equity-biased for higher long-term growth potential
- Ideal for wealth builders not bound by retirement fund regulations
Risk rating
Minimum investment term
5 years +
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Market Plus
The fund aims to maximise long-term investment growth, at lower levels of risk than a fund that is only invested in shares.
Investor profile
The fund is suitable for investors: Building up long-term capital outside of a retirement fund. Requiring a somewhat aggressive capital growth portfolio. Looking to preserve the purchasing power of their capital over the long term. With a time horizon of five years or longer. The fund is not suitable to highly risk-averse investors
Benchmark
CPI + 5%
Risk rating
Minimum investment term
5 years +
Exposure to growth assets
Maximum: 85%
Annualised past performance (after fees)
| Returns | Fund | CPI + 5% | PEER GROUP AVERAGE |
|---|---|---|---|
| Since Launch (unannualised) | 2,663.3% | 1,030.4% | 1,565.5% |
| Since Launch (annualised) | 14.7% | 10.5% | 12.3% |
| Latest 20 years (annualised) | 12.4% | 10.4% | 10.9% |
| Latest 15 years (annualised) | 11.7% | 10.0% | 10.4% |
| Latest 10 years (annualised) | 10.4% | 9.8% | 8.5% |
| Latest 5 years (annualised) | 16.1% | 9.9% | 13.6% |
| Latest 3 years (annualised) | 19.5% | 9.1% | 15.2% |
| Latest 1 year | 18.6% | 8.1% | 15.0% |
| Year to date | 15.8% | 6.9% | 14.1% |
Global Optimum Growth [ZAR] Feeder
This fund is for long-term investors seeking offshore diversification and maximum growth while their investment stays in rands. It invests in Coronation’s best local and international ideas across asset classes, but with a strong equity bias.
- Primarily invested in shares, but can include property, bonds, and cash
- A flexible mandate that adjusts asset and geographic exposure based on value
- Ideal for wealth-builders comfortable with broad discretion in asset and regional allocation
Risk rating
Minimum investment term
10 years +
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Global Optimum Growth [ZAR] Feeder
The fund aims to maximise long-term investment growth by investing in a globally diversified portfolio with exposure to both developed and emerging markets across multiple asset classes. Our intent is to provide competitive after inflation returns over all five-year periods.
Investor profile
The fund is suitable for investors: Looking for a balanced exposure to both domestic and international assets. Who are comfortable to grant Coronation a wide degree of discretion. Who are in their wealth build-up phase and require little income yield in the short term. Who are able to withstand short-term market and currency fluctuations in pursuit of maximum total returns over the long term. Who intends following a core/satellite approach, using this fund as a core fund.
Benchmark
Composite: 35% MSCI World Daily Total Net Return Index, 35% MSCI Global Emerging Markets Daily Total Net Return Index, and 30% Bloomberg Global Aggregate Bond Total Return Index Unhedged USD
Risk rating
Minimum investment term
10 years +
Exposure to growth assets
Maximum: 100%
Annualised past performance (after fees)
| Returns | Fund | BENCHMARK | OUTPERFORMANCE |
|---|---|---|---|
| Since Launch (unannualised) | 2,613.9% | 1,569.4% | 1,044.6% |
| Since Launch (annualised) | 13.3% | 11.2% | 2.1% |
| Latest 20 years (annualised) | 11.6% | 11.7% | (0.1)% |
| Latest 15 years (annualised) | 13.5% | 12.2% | 1.3% |
| Latest 10 years (annualised) | 11.2% | 9.9% | 1.3% |
| Latest 5 years (annualised) | 7.1% | 10.3% | (3.2)% |
| Latest 3 years (annualised) | 20.7% | 14.7% | 6.0% |
| Latest 2 years (annualised) | 20.2% | 13.2% | 7.1% |
| Latest 1 year | 25.2% | 13.1% | 12.1% |
| Year to date | 18.7% | 8.4% | 10.3% |
Equity
This fund is for investors who want to grow their wealth over the long term and are comfortable with full equity exposure. It invests mainly in JSE-listed shares, with selective offshore exposure for added opportunity and diversification.
- Invests mainly in JSE-listed shares, with some global equity exposure
- Tailored for investors focused on building wealth and comfortable with full equity exposure
- Ideal as a standalone equity fund
Risk rating
Minimum investment term
5 years +
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Equity
The Equity Fund seeks to maximise long-term capital appreciation by investing primarily in a broad spectrum of listed equities.
Investor profile
The fund is suitable for investors who are building wealth, and who are comfortable with a large exposure to shares listed in South Africa and do not require an income in the short term. The fund is less concentrated than the Coronation Top 20 Fund, making it more suitable for investors holding only one equity fund.The fund may underperform the market in the short term in pursuit of superior long-term gains.
Benchmark
Composite: 87.5% SA equity, 12.5% International equity
Risk rating
Minimum investment term
5 years +
Exposure to growth assets
Maximum: 100%
Annualised past performance (after fees)
| Returns | Fund | BENCHMARK | PEER GROUP AVERAGE |
|---|---|---|---|
| Since Launch (unannualised) | 6,179.9% | 3,697.0% | 3,053.1% |
| Since Launch (annualised) | 15.1% | 13.2% | 12.4% |
| Latest 20 years (annualised) | 13.2% | 13.6% | 10.5% |
| Latest 15 years (annualised) | 12.4% | 13.1% | 9.6% |
| Latest 10 years (annualised) | 11.3% | 11.8% | 8.4% |
| Latest 5 years (annualised) | 17.3% | 18.4% | 15.7% |
| Latest 3 years (annualised) | 23.3% | 21.8% | 17.2% |
| Latest 2 years (annualised) | 27.9% | 26.0% | 19.9% |
| Latest 1 year | 34.9% | 26.9% | 18.5% |
| Year to date | 24.2% | 28.1% | 19.6% |