Ready to Invest

Ready to invest

Investing your money tax free is quick and easy.

To get the maximum benefit from investing tax free, a multi-asset fund, such as the Coronation Market Plus Fund or Coronation Global Managed Fund, is the optimal choice for most investors.

Why choose these two funds?

Investing tax free is about building yourself a long-term nest egg, and you want to give your money the best opportunity to grow over time. It’s easier to stay committed to investing for the long term if you take a simple, manageable approach.

Choosing a growth-oriented multi-asset fund, such as the Coronation Market Plus and Coronation Global Managed funds is a good solution. It simplifies investing as you can leave the asset allocation decision-making to the skilled investment professionals.

What is the key difference between the two choices?

Both are growth-oriented funds giving you access to our best views across all asset classes, Market Plus is simply more focused on investing in South Africa, and Global Managed is more focused on international markets.

Read here about why choosing a multi-asset class fund maybe a good long-term approach for you when investing tax free

Market Plus Fund

A long-term balanced fund that will have more of your money invested in South Africa than offshore over time.
Recommended investment term

Global Managed [ZAR] Feeder Fund

A long-term global balanced fund that will have more than half of your money invested in growth assets.
Recommended investment term
  • 5 years Plus

These are just two funds from our full range of 18 funds that you can invest in tax-free and are not representative of financial advice. If you require advice based on your individual financial needs and personal life circumstance, please speak to an independent financial adviser.

All you need to get started

  • R250 per month or a R5 000 once-off investment

  • Your South African ID

  • Recent bank statement

  • Proof of address (if not displayed on your bank statement)

  • Photo of your signature

How to invest

Simply photograph each of the listed documents and have them ready to upload when you start your online journey.

Frequently asked questions

Our funds are available directly from us, or as investment options on the product platforms of most of the prominent linked product companies in South Africa.

It’s easier to stay committed to investing tax-free for the long term if you choose a multi-asset fund. Why?

The key to sticking to your financial goals over time is to take a simple, manageable approach. Investors who make their own investment decisions may find it difficult to make consistently good decisions over time.

Multi-asset funds, such as the Coronation Market Plus andor Coronation Global Managed funds, offer an optimal solution as they are managed by skilled investment professionals on your behalf. They identify the best long-term opportunities available for you across different asset classes and reposition the portfolio as circumstances change.

There is comfort in investing in a multi-asset fund, as it has a broader mandate and more tools at its disposal with which to achieve your desired result.

A unit trust fund is an investment product that pools the money of many investors to invest in assets like shares, bonds and listed property. Instead of having to pick individual investments yourself, a unit trust offers you exposure to a range of assets, which are selected and managed by investment professionals. It is an easy and convenient way to invest your money.

Yes, Coronation manages money on behalf of millions of South Africans and we take this responsibility very seriously. Coronation Asset Management is an authorised financial service provider, and Coronation Management Company is a licensed manager of collective investment schemes. The value of your investment will fluctuate depending on the prevailing market prices of the underlying investments in the fund.

We highly recommend that you remain invested for the long term to get the maximum benefit from both our investment approach and compound interest. You can, however, withdraw part or all of your investment whenever you want.

If you elect for Coronation to collect the investment amount from your bank account by way of a once off debit order (electronic collection), we will apply a restriction on your ability to withdraw these funds for the first 40 days as debit orders can be reversed within 40 days. If you elect to do an EFT, there is a 7-day clearance period. This protects both you and us from fraud.

You can withdraw the full value of your investment at the value which is calculated daily.

No, the value of your investment may go down as well as up and Coronation does not provide any guarantees with respect to the protection of your capital or a specific rate of return. What we can guarantee is that our investment professionals will manage your money with due care and to the best of their ability. Your money will be invested in shares, listed property and other yielding assets listed in South Africa and on stock exchanges around the world. If you want to learn more about the suitability of this fund for you, its historical return and risk profile and other important information regarding this investment, please refer to the comprehensive fact sheets.

Each funds’ fees can be found on their respective factsheets:

Click here to read more about the fees

You may still invest. You may submit a stamped letter from your bank that shows all you bank account details.