Whether you're investing to make new memories with old friends, bring family together from across the globe, or make someone’s dream day come true, the sooner you start, the sooner you’ll get there.
For 30 years we’ve been helping South Africans reach their dreams by turning their long-term savings into real wealth. We are one of the country’s leading unit trust managers with a proven track record of delivering market-beating returns for our clients.
Our complete fund range is simple and accessible to a broad range of investors, allowing you to find the optimal solution for your needs from as little as R500 per month.
If you’re looking to build long-term retirement capital at moderate risk levels, this may be the fund for you.
If you are looking to build long-term capital at moderate risk levels by diversifying offshore, this fund may be for you.
For our full fund range, click here
At Coronation we know the importance of making the right investment choice; we also know the value of seeking independent professional advice. If you are at all uncertain as to which is the right investment for you, we recommend that you talk to your financial adviser.
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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 fund's fees can be found on their respective factsheets:
Click here to read more about the fees
