Total investment value
Annualised return
Start your
investment journey today
There is no better time to start investing than now. The longer you are invested, the more likely you are to achieve your investment goals. So what are you waiting for?
Why Coronation
We are long-term thinkers
We are not distracted by the events of today but rather focus on the long-term intrinsic value of businesses. We think in decades. That’s what sets us apart.
We always put clients first
We know that without you, we would not have a business and that the only way to maintain your trust is by always putting your needs at the centre of every decision we make.
We always act with integrity
We have been managing clients’ money for more than 30 years. We understand that it comes with great responsibility and that we have to earn your trust every day. Acting ethically and with the utmost integrity is a non-negotiable for us.
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 R36,000 to invest?
A tax-free investment is a great place to start your first investment.
- Pay less tax, grow more wealth
- Use your R36,000 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
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 retirement savers. It reflects our core house investment view within the constraints that govern retirement savings. It invests in a combination of shares, bonds, property, and cash - locally and globally - 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
Minimum 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
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
Minimum 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) | 4,440.2% | 2,015.9% | 2,891.2% |
| Since Launch (annualised) | 13.8% | 10.9% | 12.2% |
| Latest 20 years (annualised) | 12.0% | 10.4% | 9.9% |
| Latest 15 years (annualised) | 11.1% | 10.0% | 9.6% |
| Latest 10 years (annualised) | 9.7% | 9.8% | 8.4% |
| Latest 5 years (annualised) | 15.0% | 9.9% | 12.8% |
| Latest 3 years (annualised) | 18.5% | 9.1% | 15.5% |
| Latest 1 year | 21.5% | 8.1% | 15.1% |
| Year to date | 17.3% | 6.9% | 13.4% |
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
Minimum 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
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
Minimum investment term
5 years +
Exposure to growth assets
Maximum: 85%
Annualised past performance (after fees)
| Returns | Fund | BENCHMARK | OUTPERFORMANCE |
|---|---|---|---|
| Since Launch (unannualised) | 573.6% | 554.3% | 19.3% |
| Since Launch (annualised) | 12.7% | 12.5% | 0.2% |
| Latest 15 years (annualised) | 13.7% | 13.6% | 0.0% |
| Latest 10 years (annualised) | 10.8% | 10.2% | 0.6% |
| Latest 5 years (annualised) | 10.7% | 8.1% | 2.5% |
| Latest 3 years (annualised) | 20.7% | 14.2% | 6.5% |
| Latest 1 year | 30.8% | 11.3% | 19.5% |
| Year to date | 15.9% | 4.8% | 11.1% |
What you get
Invest with Confidence
When you invest with us, you gain access to a world-class investment team dedicated to finding the best opportunities for your money, complemented by a friendly and accessible client service team ready to assist you. Plus, our advanced digital investment platform offers 24/7 access to monitor your portfolio’s performance and execute transactions, ensuring you have everything you need to succeed.
Start your investment journey today and experience the Coronation difference.
Calculate your return on investment
If you had invested sooner
Try our investment calculator to see how much your investment would be worth today, had you started earlier. To learn more about the various fund options, click here
An investment of R10,000 in Coronation Equity when we launched our first unit trusts in 1996 would have grown to R627,992 by 30 September 2025.
Total investment value
Annualised return
Industry rankings
Coronation's Balanced Plus Fund is the No.1 balanced fund* in South Africa since its launch in 1996.
*South African – Multi-asset - High Equity ASISA fund category, as at 30 September 2025
Industry rankings
Coronation's Top 20 Fund is the No.1 general equity fund* in South Africa since its launch in 2000.
*South African – Equity – SA General ASISA fund category, as at 30 September 2025
Industry rankings
Coronation Global Optimum Growth [ZAR] Feeder Fund is the No.1 worldwide multi-asset flexible fund* in South Africa since its launch in March 1999.
*Worldwide - Multi-Asset - Flexible ASISA fund category, as at 30 September 2025
Need more help?
The importance of independent advice
Financial decisions can be daunting. Getting independent financial advice can help you achieve your goals and navigate the investment world.
Get started
Ready to start your investment journey?
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.