LONG-TERM PERFORMANCE
Not just a goal - it's the reason we exist
For more than 30 years, our focus has been simple: to deliver strong long-term results for our clients. Our edge lies in thinking in decades, not days - making daily investment decisions that build lasting value over time.
This long-term approach is clear in three of our most popular long-term growth capabilities, which have steadily grown investors’ money and shown the real rewards of staying invested.
Coronation Balanced Plus Fund
A proven retirement-defining outcome
Coronation Balanced Plus gives retirement savers one simple, all-in-one solution. By combining different types of asset classes in a single portfolio, it’s designed to grow your money steadily over time.
Fund highlights since inception in 1996 include:
South Africa’s No.1 balanced fund*
Has beaten inflation by 7.9% per year since launch
The result? Significantly better outcomes for investors compared to the average peer fund:
Coronation’s disciplined approach, amplified by time
Growth of R100k invested in Coronation Balanced Plus since inception vs peers* and inflation
Consistent inflation-beating returns, decade after decade
10-Year annualised fund returns vs inflation measured at the end of each calendar year
*Annualised 10-year return to September 2025. Source: Morningstar
Past performance is not an indication of future performance. Please refer to the fund’s MDD for full details. Source: Coronation. All figures are quoted as at end September 2025.
Coronation Global Optimum Growth Fund
A proven international multi-asset mandate
Coronation Global Optimum Growth gives you access to our very best investment ideas from anywhere in the world, all in a single portfolio.
Because it looks beyond retirement savings, this mandate can invest mostly in equities to grow investor’s savings over the long term. It also means accepting bigger ups and downs along the way.
Fund highlights since inception in 1999 include:
26 years of global market-beating returns*
Has beaten US inflation by 6% per year* since inception
The result? Significantly better outcomes for investors than the average peer fund:
Coronation’s disciplined approach, amplified by time
Growth of $10k invested in Coronation Global Optimum Growth* since inception vs peers* and inflation
Past performance is not an indication of future performance. *Returns are quoted for the Strategy. Please refer to the fund’s MDD for full details. Source: Coronation. All figures are quoted as at end September 2025.
Coronation Top 20 Fund
A proven local equity mandate
Coronation Top 20 gives you access to our very best stock picks on the JSE, all in a single portfolio.
Because it is concentrated in 20 shares, it is designed for investors aiming for maximum long-term growth and who are comfortable riding out the ups and downs of the market along the way.
Fund highlights since launch in 2000:
Beaten the local market return* by 2.6% per year
A first quartile performer since inception
The result? Returns that have delivered significantly better outcomes for investors compared to the average peer fund:
Coronation’s disciplined approach, amplified by time
Growth of R100k invested in Coronation Top 20 since inception vs benchmark*
Past performance is not an indication of future performance. Please refer to the fund’s MDD for full details. Source: Coronation. All figures are quoted as at end September 2025.