TERMS AND CONDITIONS
Please take note that the site you are about to access (“Site”) is intended only for retail (individual) investors resident in South Africa (these being the “Intended Investors”).
The Site is not intended or permitted to be accessed or used by any person who is not an Intended Investor, including any person (natural or juristic) who is located in or is resident of the United States of America.
The information contained in or on the Site does not constitute an offer or an invitation to subscribe for or make use of any service or investment by a person, whether natural or legal, which is resident or situated in any jurisdiction where such offer or invitation would be unlawful, or in any jurisdiction in which Coronation Fund Managers Limited, including all of its subsidiaries, is not qualified to make such offer or invitation, or to persons to whom it would be unlawful to make such offer or invitation.
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Invest tax free
Invest tax free
You can make a tax-free investment from as little R250 a month, up to a maximum of R36 000 every tax year in Coronation unit trust funds.
Find out More
Why is investing tax free a no-brainer?
As an incentive to save for your future, National Treasury introduced tax-free investments in 2015. When you invest or save, you are typically taxed on interest, capital gains and dividends. By investing tax free you pay no tax - boosting your total investment return.
Simply follow our online investment process and experience all the benefits listed below.
Range of Choices
Single FEE
FUll Access
Coronation’s Tax-Free Investment is a product that allows you to invest in one or more unit trust funds of your choice without paying tax. Once you have chosen a fund that matches your individual needs click INVEST NOW below.
While Coronation has a range of 17 funds that you can invest in tax free, our Market Plus Fund is a popular choice because it offers access to Coronation’s best investment view across asset classes.
Just get started and save on your tax
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You can invest up to R36 000 a year, up to a lifetime limit of R500 000.
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You can make lump sum deposits of R5 000 or more, or invest via a monthly debit order from as little as R250 per month.
When you invest tax free with Coronation, you expose your money to the growth potential of assets such as listed shares, bonds and property. While returns are not guaranteed, history has shown that long-term investors are better off investing in the stock market than saving in a bank account.
The power of compounding
The key benefit of investing is that it maximises the power of compounding. This means the returns earned on your investment also earn returns and are immediately put to work by being automatically re-invested - essentially creating a snowball effect for your money.
Our Market Plus Fund is a popular choice as it offers access to Coronation’s best investment view across asset classes.
Alternatively, we have a range of 16 funds that you can invest in tax free.
- Coronation Balanced Plus
- Coronation Balanced Defensive
- Coronation Capital Plus
- Coronation Global Equity Select [ZAR] Feeder
- Coronation Global Managed [ZAR] Feeder
- Coronation Global Capital Plus [ZAR] Feeder
- Coronation Global Strategic USD Income [ZAR] Feeder
- Coronation Strategic Income Fund
- Coronation Global Opportunities Equity [ZAR] Feeder
- Coronation Property Equity
- Coronation Money Market
- Coronation Jibar Plus
- Coronation Bond
- Coronation Financial
- Coronation Industrial
- Coronation Resources
- Coronation Smaller Companies
With a Coronation Tax-Free Investment there are no upfront, switching or exit fees.
Coronation only charges an annual management fee dependent on the fund that you choose. For example, the Coronation Market Plus Fund charges an annual fee of 1.25% on your investment balance.
All you need to get started is R250 a month, if you invest before the end of March 2019.
Invest NowYou can transfer your tax-free investment from a bank, or another investment manager, free of charge at any time. For example, if your tax-free investment is currently saved in a bank account and you would prefer to switch to a Coronation Tax-Free Investment, you can easily transfer it to us.
All you need to do is complete the INVEST NOW application below and instruct your existing investment manager or bank to transfer the investment to Coronation.
Invest Now