Invest tax free
Invest tax free
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.
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Why is investing tax free a no-brainer?
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 local tax on your investment growth (e.g. interest income, dividends or capital gains), ultimately boosting your realised investment return.
ZERO TAX
COST-EFFICIENT
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These are just from our full range of 22 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.
The power of investing tax free
Ready to invest?
Before you open a tax-free investment, you need to decide which unit trust fund is best suited to your needs. Two of our most popular long-term equity-focused funds are Market Plus and Global Optimum Growth Feeder. To find out more about these funds, or to open up a tax-free investment in either of them, simply follow our quick-invest process.
If you would like to consider other fund options, and learn more about the benefits of a tax-free investment click here.
Already a Coronation Investor?
Remember, existing Coronation investors can open a tax-free investment inside our secure website (Coronation Online Services) and will therefore not need to repeat the FICA process. Log into your account here.
Already a Coronation client? Log into your account here to add to your investment.
These are just from our full range of 22 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.
Our Market Plus Fund and Global Optimum Growth Feeder funds are popular choices as they offer access to Coronation’s best investment view across asset classes. Alternatively, we have a wide range of other funds that may better suit your needs.
- Coronation Balanced Defensive
- Coronation Balanced Plus
- Coronation Bond
- Coronation Capital Plus
- Coronation Equity
- Coronation Financial
- Coronation Global Capital Plus [ZAR] Feeder
- Coronation Global Emerging Markets Flexible [ZAR]
- Coronation Global Equity Select [ZAR] Feeder
- Coronation Global Managed [ZAR] Feeder
- Coronation Global Opportunities Equity [ZAR] Feeder
- Coronation Global Strategic USD Income [ZAR] Feeder
- Coronation Industrial
- Coronation Jibar Plus
- Coronation Money Market
- Coronation Property Equity
- Coronation Resources
- Coronation SA Equity
- Coronation Smaller Companies
- Coronation Strategic Income
- Coronation Top 20
With a Coronation Tax-Free Investment there are no initial, admin or switching* fees.
Coronation only charges an annual management fee dependent on the fund that you choose. For example, Market Plus charges an annual fee of 1.25% on your investment balance.
Each funds’ fees can be found on their respective fact sheets:
Click here to read more about the fees
*While this is the ordinary course of business, Coronation retains the right to apply switching fees or exit penalties under limited circumstances.
If you have not yet contributed the maximum of R36 000 to your tax-free investment for this tax year, you can add to your investment by logging into your account.
Log into your accountNo, but we highly recommend that you remain invested for the long term to get the maximum benefit from both our investment approach and the power of compounding.
Log into your accountThere are no limits to what you can withdraw from your total investment value (calculated daily). While you are free to access your tax-free investment at any time, it’s well worth resisting the temptation to withdraw in order to maximise the time your investment has to benefit from the power of compounding. Furthermore, all amounts you invest will count towards your annual and lifetime limits regardless of any withdrawals you make - you cannot 'replace' the money you withdraw with a new investment. For example, if you invested R36 000 in any particular tax year and then withdrew some or all of your savings, any further investment during the tax year will be taxed.
Log into your accountTax-free investing insights
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