There is no better time to start investing than now.

Here’s how we’ve helped millions of South Africans grow their wealth for more than 30 years – and how you can get started.

Why invest with Coronation?

Your money is managed by one of South Africa's most experienced investment teams. As active investors, we don't follow the crowd. We do our own research and think in decades, not quarters.

30+ years

 

Founded in 1993

R778bn

 

Assets under management* 

91% of portfolios

 

Beat benchmarks since launch**

50 investment professionals

 

Managing client money***

*As at 30 June 2026. **Company-wide, asset-weighted since-inception performance for funds with ≥10 year track records, as at 30 June 2026. ***As at 30 September 2025. 

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

Less risk More risk
1 2 3 4 5 6 7 8 9 10

Recommended investment term

5 years +

Try our investment calculator

Click here to see the returns of this fund if you had invested sooner

Invest in this fund

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

Less risk More risk
1 2 3 4 5 6 7 8 9 10

Recommended investment term

5 years +

Try our investment calculator

Click here to see the returns of this fund if you had invested sooner

Invest in this fund

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

Less risk More risk
1 2 3 4 5 6 7 8 9 10

Recommended investment term

5 years +

Try our investment calculator

Click here to see the returns of this fund if you had invested sooner

Invest in this fund

Total investment value

Annualised return

Choose a fund below to see the investment's performance over time.

 

Minimum R 5,000

 

Minimum R 500

We do not currently support debit orders for this fund.

How this chart is calculated

The current investment amount is calculated based on the past performance figures of the fund. Performance is measured on NAV prices with income distributions reinvested and quoted after the deduction of all cost incurred within the fund. Past performance is not necessarily an indication of future performance. Lump sum and monthly contributions are assumed to be made at the beginning of the month, with the first monthly contribution occurring in the 2nd month. An Internal Rate of Return calculation is used when a monthly contribution is selected. It is an indicative approximation of the actual return.

Invest with your needs in mind

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.

Call toll-free (inside South Africa)

 

0800 22 11 77

Frequently asked questions

Yes. Coronation is an authorised financial services provider (FSP), regulated by the Financial Sector Conduct Authority (FSCA). FSP numbers 548, 45646, 49893 & 55257. You can reference the FSCA website for all FSP authorisations.

You can withdraw from your unit trust investment at any time. However, investments focused on long-term growth work best when you stay invested through market ups and downs.

Certain account options — like Retirement Annuities, Preservation Funds, Living Annuities and Endowment Plans — have specific rules about when and how you can access your money. You can find these details on the relevant account option pages on our website.

If your needs or goals change, you can switch between Coronation funds at any time without incurring any transaction fees. Our online tools and resources can also help you select a fund that suits your objectives.

A fund refers to the investment itself, like a Unit Trust that invests in shares, bonds, or other assets. An account is the structure that holds your fund, such as a Tax-Free Investment or Retirement Annuity.

Each fund has an annual management fee, which covers professional investment management and administration. All fees are fully disclosed on each fund’s fact sheet and on our website.

We don’t charge any initial, account, or transaction fees. Your full investment goes into buying units in your chosen fund. If you have a financial adviser and agree to a fee with them, we can deduct it from your account and pay it directly to your adviser.