Total investment value
Annualised return
From zero clients in 1993 to here:
Every number below reflects the trust clients have placed in us, and our own long-term commitment to the people and business that serve them.
30+ years
Founded in 1993
R746bn in assets
as at 31 March 2026
34% employee-owned
52% black-owned
Measured by the FSC
Funds
Quick invest
If you’re looking for the shortest route to getting invested with Coronation, then look no further than our flagship Balanced Plus Fund, which is suitable for most long-term investors.
Popular choice
Balanced Plus
This fund is our flagship fund for long-term investors and is co-managed by our Chief Investment Officer. It invests in a wide variety of assets both in South Africa and internationally - with a strong focus on growth assets to maximise long-term returns.
- Invests across shares, bonds, property, and cash, locally and globally
- Foreign exposure limited to 45%
- Regulation 28 compliant
Risk rating
Recommended investment term
5 years +
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Balanced Plus
The fund aims to achieve the best possible investment growth for retirement savers (within the constraints of Regulation 28 of the Pension Funds Act) over the long term.
Investor profile
The fund is suitable for investors: Building up long-term retirement capital. Requiring a moderate capital growth portfolio. Looking to preserve the purchasing power of their capital over the long-term, but not prepared to accept the short-term turbulence of the equity market. With a time horizon of five years or longer.
Benchmark
South African – Multi-asset - High Equity ASISA fund category average (excluding Coronation funds)
Risk rating
Recommended investment term
5 years +
Exposure to growth assets
Maximum: 85%
Annualised past performance (after fees)
| Returns | Fund | CPI + 5% | PEER GROUP AVERAGE |
|---|---|---|---|
| Since Launch (unannualised) | 4,488.2% | 2,163.7% | 3,107.7% |
| Since Launch (annualised) | 13.6% | 10.9% | 12.2% |
| Latest 20 years (annualised) | 11.1% | 10.5% | 9.5% |
| Latest 15 years (annualised) | 10.6% | 10.0% | 9.5% |
| Latest 10 years (annualised) | 8.7% | 9.7% | 8.2% |
| Latest 5 years (annualised) | 10.9% | 10.1% | 11.1% |
| Latest 3 years (annualised) | 13.5% | 9.2% | 13.4% |
| Latest 1 year | 9.6% | 9.8% | 15.8% |
| Year to date | (0.8)% | 5.3% | 2.4% |
Global Managed [ZAR] Feeder
This fund suits investors seeking steady, long-term growth through offshore diversification. It invests globally across shares, bonds, property, and cash to balance opportunity and risk. It’s a suitable fund for investors who want global exposure and growth potential while keeping their investment rand-denominated.
- Biased towards shares, but can include listed property, bonds and cash
- A multi-asset global mandate that primarily invests in developed economies, but can also invest in emerging markets.
- Ideal for wealth-builders who want to balance long-term real returns with the risk of loss
Risk rating
Recommended investment term
5 years +
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Click here to see the returns of this fund if you had invested sooner
View fund performance
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Global Managed [ZAR] Feeder
The fund seeks to balance long term real returns and the risk of loss by investing in a range of listed asset classes around the world. Our intent is to outperform an equity-biased benchmark over all five year periods.
Investor profile
The fund is suitable for investors who are building wealth and who seek a single international investment that will give them access to some of the best opportunities around the globe; require a fund which balances long-term real returns and the risk of loss; do not require an income from their investment.
Benchmark
60% MSCI All Country World Index and 40% Bloomberg Global Bond Aggregate
Risk rating
Recommended investment term
5 years +
Exposure to growth assets
Maximum: 85%
Annualised past performance (after fees)
| Returns | Fund | BENCHMARK | OUTPERFORMANCE |
|---|---|---|---|
| Since Launch (unannualised) | 495.4% | 574.4% | (79.0)% |
| Since Launch (annualised) | 11.4% | 12.2% | (0.8)% |
| Latest 15 years (annualised) | 12.2% | 13.3% | (1.0)% |
| Latest 10 years (annualised) | 6.9% | 8.5% | (1.6)% |
| Latest 5 years (annualised) | 8.2% | 9.9% | (1.7)% |
| Latest 3 years (annualised) | 7.2% | 7.4% | (0.2)% |
| Latest 1 year | (6.3)% | 7.1% | (13.4)% |
| Year to date | (7.1)% | 5.2% | (12.4)% |
Market Plus
This fund is for long-term investors who want to grow their savings meaningfully. It invests in a wide range of local and global assets (shares, bonds, property, and cash) to capture the best growth opportunities. Its growth asset bias makes it a suitable unit trust fund choice for long-term investors.
- Invests across shares, bonds, property, and cash, locally and offshore
- Equity-biased for higher long-term growth potential
- Ideal for wealth builders not bound by retirement fund regulations
Risk rating
Recommended investment term
5 years +
Try our investment calculator
Click here to see the returns of this fund if you had invested sooner
View fund performance
Invest in this fund
Market Plus
The fund aims to maximise long-term investment growth, at lower levels of risk than a fund that is only invested in shares.
Investor profile
The fund is suitable for investors: Building up long-term capital outside of a retirement fund. Requiring a somewhat aggressive capital growth portfolio. Looking to preserve the purchasing power of their capital over the long term. With a time horizon of five years or longer. The fund is not suitable to highly risk-averse investors
Benchmark
CPI + 5%
Risk rating
Recommended investment term
5 years +
Exposure to growth assets
Maximum: 85%
Annualised past performance (after fees)
| Returns | Fund | CPI + 5% | PEER GROUP AVERAGE |
|---|---|---|---|
| Since Launch (unannualised) | 2,733.0% | 1,109.4% | 1,693.2% |
| Since Launch (annualised) | 14.4% | 10.5% | 12.3% |
| Latest 20 years (annualised) | 11.7% | 10.5% | 10.4% |
| Latest 15 years (annualised) | 11.2% | 10.0% | 10.3% |
| Latest 10 years (annualised) | 9.3% | 9.7% | 8.4% |
| Latest 5 years (annualised) | 12.1% | 10.1% | 11.3% |
| Latest 3 years (annualised) | 15.1% | 9.2% | 13.9% |
| Latest 1 year | 10.2% | 9.8% | 16.4% |
| Year to date | (0.4)% | 5.3% | 2.0% |
Accounts
New to investing?
Follow our guided journey as we walk you through the essentials of investing.
Unit Trust Fund
Looking to invest for a goal, a holiday, a house, or a rainy day?
Invest in a basic unit trust fund from R5,000 lump sum or R500 per month. We'll walk you through investing from the beginning.
- Start with the basics
- Choosing the right fund
- Easy online investment process
Tax-free Investment
Have up to R46,000 to invest?
A tax-free investment is a great place to start your first investment.
- Pay less tax, grow more wealth
- Use your R46,000 annual allowance
- Choose a fund and invest
Retirement Annuity
Saving for your retirement
A retirement annuity is the perfect place to begin your retirement saving journey.
- Tax-efficient
- Cost-effective
- Transparent
- A smart way to save for your future
Can’t see what you looking for? View all our investment options.
How can we help?
If you’d like to know more, simply pop us a mail or give us a call toll-free.