Coronation Tax Free 2021 Two fund

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?

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.

Range of choices

ZERO TAX

No tax on income, gains and when accessing your investment.
Single Fee

Single FEE

You have no initial or admin fees.
Full access

FUll Access

You have unrestricted access to your money.

Choose the right fund for you

The Coronation Market Plus Fund and Global Managed Fund are optimal choices for most investors. They are multi-asset funds offering access to Coronation’s best investment views across asset classes.

Invest now tax free in a multi-asset fund

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 unit trust funds of your choice without paying any income, dividend or capital gains tax on your investment gains, which boosts your realised investment return.

Just get started and save on your tax

  • 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.

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or download the form for offline application

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 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.

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or download the form for offline application

With a Coronation Tax-Free Investment there are no upfront or switching* 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.

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or download the form for offline application

*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
or download the form for offline application

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, or you can download a pdf contribution form.

Log into your account
or download the form for offline application

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