You can make a tax-free investment from as little as R250 a month, up to a maximum of R36 000 every tax year in Coronation unit trust funds.Find out More
Because every year, the government gives you an annual allowance of R36,000 that can be invested tax free to encourage you to save for your future. When you invest tax free, you pay no income, dividend or capital gains tax on your investment gains, which boosts your realised investment return.
These are just from our full range of 18 funds which you can invest in tax free. To select from the full range, simply follow our online investment process.
Already a Coronation client? Log into your account here to add to your investment.
With a Coronation Tax-Free Investment, you can invest in one or more
You can invest up to R36 000 a year, up to a lifetime limit of R500 000.
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, and . 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 key benefit of investing long term 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 and Global Managed Fund are popular choices as they offer access to Coronation’s best investment view across asset classes. Alternatively, we have 16 other funds that you can invest in.
With a Coronation Tax-Free Investment there are no upfront or
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.Invest Now
*While this is the ordinary course of business, Coronation retains the right to apply switching fees or exit penalties under limited circumstances.
You 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
See for real how investing tax free can boost your long-term returns.
Making the most of your tax-free incentives in an RA and TFI.