Global (excl USA) - Institutional
History
Earning and maintaining our clients' trust, year after year, has resulted in building a rich history of integrity and delivery. Founded in 1993 by a small group of investment professionals, our unique focus on fund management and delivery of exceptional service has always placed clients firmly at the centre of everything that we do. Having started from the ground up, we never lose sight of the fact that the assets that we manage are those of our clients.
Below is a snapshot of events that have combined to make Coronation the company that it is today.
1993
- Founded with 18 staff.
1996
- Unit trust company formed
- Launch of international fund of funds business
1998
- Dublin office established
1999
- First to introduce absolute funds to the SA market
- London office established
- Revolutionised industry through offering of pooled products
2001
- Rated Best Unit Trust Provider in PwC Survey of SA Bankers
- Top 10 rating in Deloitte 'Best companies to work for' survey
- Runner-up Raging Bull Unit Trust Company of the Year
2002
- Launch of Kagiso Asset Management
- Raging Bull Unit Trust Company of the Year
- Named 2nd Best Larger Unit Trust Group over 1 and 3 years – Financial Mail/Standard & Poor’s Awards
2003
- Publicly listed on the Johannesburg Stock Exchange
- Runner-up Raging Bull Unit Trust Company of the Year
- Best Larger Unit Trust Group over 1 year – Financial Mail/Standard & Poor’s Awards
- First SA asset manager to gain GIPS compliance
- Rated Best Unit Trust Provider in PwC Survey of SA Bankers
2005
- Launched a range of retail retirement products
- Raging Bull Unit Trust Company of the Year
- Formation of the Imvula Trust, our B-BBEE partner
- Closure of Absolute unit to new institutional investors
2007
- Signatory to the United Nations' Principles for Responsible Investment (UN PRI)
- Launch of Coronation Global Emerging Markets unit trust fund
- Launch of Africa unit
2009
- Re-opened Absolute unit to new institutional investors
- Total staff of 181
- Rated Level 4: Generic Codes on B-BBEE
2011
- Best Large Fund House – 2011 Morningstar South Africa Awards.
- Africa Fund Manager Performance Award for Coronation Top 20 South Africa (Best South Africa Equity Fund of the Year)
- POA Imbasa Yegolide Award:
- Equities Manager of the Year
- Rated Level 4: Generic Codes on B-BBEE
2012
- Rated Best Large Fund House – 2012 Morningstar South Africa Awards
- Best Africa Fund Manager – Africa investor Index Series Awards
- 3rd Best Performing Company over 5 years – Sunday Times Top 100 Companies
- Runner-up – Financial Mail Top Companies 2012
- POA Imbasa Yegolide Awards:
- Overall Investment/Asset Manager of the Year
- Equities Manager of the Year
- Absolute Returns Manager of the Year
- Bond Manager of the Year
- Closure of SA Equity and SA multi asset class product range to new institutional investors
- Total staff of 218
- Rated Level 3: Generic Codes on B-BBEE
2015
- Best South African Management Company of 2014 (awarded in 2015) - Raging Bull Awards
- Rated Best Large Fund House – 2015 Morningstar South Africa Awards
- Batseta Imbasa Yegolide Awards:
- Equities Manager of the Year
- Global Manager of the Year
- Overall winner – Financial Mail Top Companies 2015
2016
- Runner-up South African Management Company of 2015 (awarded in 2016) - Raging Bull Awards
- Runner-up Best Large Fund House – 2016 Morningstar South Africa Awards
- Best Africa Fund Manager – 2016 Ai Capital Markets and Index Series Awards
2017
- Best Africa Fund Manager – 2017 Ai Capital Markets and Index Series Awards
2018
- Best Africa Fund Manager – 2018 Africa investor (Ai) Institutional Investment and Capital Market Awards
2019
- Invested R10m in SA SME Fund
- Joined Climate Action 100+
2020
- Donated R13m in Covid-19 relief funding
- Morningstar award: Optimum Growth – Best Flexible Allocation Fund
- Adopted Task Force on Climate-related Financial Disclosures framework
2021
- Emerging Market Manager of the Year – European Pensions Awards
- Achieved Level 1 B-BBEE contributor status
2022
- 1st in Accenture’s Gender Mainstreaming Awards
- 1st in the International Corporate Governance Network’s annual Global Stewardship Disclosure Awards <£60bn)
- Bronze Loerie
All of the rankings/awards listed above and bestowed upon Coronation were based on third-party ratings alone, judged on an independent basis, without Coronation having had any input into the selection criteria or the judges' decisions. In the case of each ranking/award the criteria used by the third-party is available upon request.