Investing with Coronation

Coronation has a range of unit trust funds (often abbreviated to "funds" or "unit trusts") that can match most investor needs. We encourage you to ensure that you are invested in the fund or combination of funds that best meet your requirements – and to review your fund choice regularly.

To assist you in making the right investment choice, start by selecting the need below that best suits your current circumstances.

Select your investment need
Choose your product below

FUND OPTIONS - Click on a Fund to add to My Fund Options

FUND OPTIONS - Click on a Fund to show more information

    Your investment time horizon
    Less than 1 year 1 - 3 years 3+ years 5+ years 10+ years
    Flagship funds
    Also consider
    Expert building block funds

    Flagship funds

    Balanced Defensive

    A multi-asset fund for cautious investors requiring stable returns

    Capital Plus

    Maximising long-term returns while minimising short-term risk

    Strategic Income

    Conservative fund for short term investors requiring an immediate income

    Global Capital Plus [Houseview Currency Class]

    Diversified exposure to global assets with a focus on capital preservation

    Global Managed [USD]

    Diversified exposure to global assets with a focus on maximising returns over the long term

    Global Emerging Markets

    Our top stock picks providing exposure to emerging markets

    Global Opportunities Equity

    Exposure to global equities with a developed market bias

    Top 20

    Concentrated exposure to shares listed in South Africa

    Balanced Plus

    Maximising long-term returns for retirement savers

    Also consider

    Global Capital Plus [ZAR] Feeder

    Diversified exposure to global assets with a focus on capital preservation

    Global Capital Plus [EUR HEDGED]

    Diversified exposure to global assets with a focus on capital preservation

    Global Capital Plus [USD HEDGED]

    Diversified exposure to global assets with a focus on capital preservation

    Money Market

    Concentrated exposure to short-term instruments with maturities of less than a year

    Optimum Growth

    Exposure to worldwide assets with a bias towards equities

    Jibar Plus

    Higher level of income than a traditional money market fund

    Global Emerging Markets Flexible [ZAR]

    Exposure to emerging market equities

    Global Managed [ZAR] Feeder

    Diversified exposure to global assets with a focus on maximising returns over the long term

    SA Equity

    Maximising long term returns through exposure to listed equities

    Global Opportunities Equity [ZAR] Feeder

    Exposure to global equities with a developed market bias

    Global Equity Select

    Exposure to global equities with a developed market bias

    Global Capital Plus [GBP HEDGED]

    Diversified exposure to global assets with a focus on capital preservation

    Market Plus

    Maximising long-term returns for discretionary saver

    Equity

    Maximising long term returns through exposure to listed equities

    Global Strategic USD Income [ZAR] Feeder

    Asset allocation across yielding asset classes globally with a US dollar bias

    Global Equity Select [ZAR] Feeder

    Exposure to global equities with a developed market bias

    Expert building block funds

    Bond

    To provide investors with diversified exposure to the South African Bond Market

    Smaller Companies

    Category-specific exposure to mid and small cap companies

    Industrial

    Category-specific exposure to industrial category equities

    Financial

    Category -specific exposure to financial services equities

    Property Equity

    Category-specific exposure to listed property assets

    Resources

    Category-specific exposure to resources equities