Investing with Coronation

Coronation has a range of unit trust funds (often abbreviated to "funds" or "unit trusts") that can match most investor needs. We encourage you to ensure that you are invested in the fund or combination of funds that best meet your requirements – and to review your fund choice regularly.

To assist you in making the right investment choice, start by selecting the need below that best suits your current circumstances.

Select your investment need
Choose your product below

FUND OPTIONS - Click on a Fund to add to My Fund Options

FUND OPTIONS - Click on a Fund to show more information

    Your investment time horizon
    Less than 1 year 1 - 3 years 3+ years 5+ years 10+ years
    Flagship funds
    Also consider
    Expert building block funds

    Flagship funds

    Capital Plus

    Balancing long-term returns with short-term risk

    Global Capital Plus [Houseview Currency Class]

    Diversified exposure to global assets with a focus on capital preservation

    Balanced Defensive

    A multi-asset fund for cautious investors requiring stable returns

    Global Managed

    Balancing long term real returns and the risk of loss over the long term

    Balanced Plus

    Maximising long-term returns for retirement savers

    Strategic Income

    Our flagship managed income fund for investors requiring an immediate income

    Global Optimum Growth

    Risk-cognisant long-term fund with an equity bias

    Global Equity Select

    Exposure to global equities with a developed market bias

    Global Emerging Markets

    Our top stock picks providing exposure to emerging markets

    Top 20

    Concentrated exposure to shares listed in South Africa

    Also consider

    SA Equity

    Maximising long term returns through exposure to listed equities

    Money Market

    Our lowest risk fund providing exposure to short-dated yielding assets

    Global Strategic USD Income [ZAR] Feeder

    Asset allocation across yielding asset classes globally with a US dollar bias

    Global Opportunities Equity

    Exposure to global equities with a developed market bias

    Market Plus

    Maximising long-term returns for discretionary saver

    Global Capital Plus [GBP Hedged Class]

    Diversified exposure to global assets with a focus on capital preservation

    Global Capital Plus [EUR Hedged Class]

    Diversified exposure to global assets with a focus on capital preservation

    Global Opportunities Equity [ZAR] Feeder

    Exposure to global equities with a developed market bias

    Active Income Plus

    A managed income fund that aims for a higher return than traditional income funds

    Global Equity Select [ZAR] Feeder

    Exposure to global equities with a developed market bias

    Global Managed [ZAR] Feeder

    Balancing long term real returns and the risk of loss over the long term

    Global Capital Plus [USD Hedged Class]

    Diversified exposure to global assets with a focus on capital preservation

    Defensive Income

    Higher level of income than a traditional money market fund

    Global Capital Plus [ZAR] Feeder

    Diversified exposure to global assets with a focus on capital preservation

    SA Income

    High yield from domestic fixed income assets

    Global Optimum Growth [ZAR] Feeder

    Exposure to worldwide assets with a bias towards equities

    Global Emerging Markets Flexible [ZAR]

    Exposure to emerging market equities

    Equity

    Maximising long term returns through exposure to listed equities

    Expert building block funds

    Industrial

    Category-specific exposure to industrial category equities

    Property Equity

    Category-specific exposure to listed property assets

    Financial

    Category -specific exposure to financial services equities

    Resources

    Category-specific exposure to resources equities

    Smaller Companies

    Category-specific exposure to mid and small cap companies

    Bond

    An actively managed fixed income fund that aims to outperform the All Bond Index