South Africa - Personal
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.
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
Global Strategic USD Income
Top 20
Concentrated exposure to shares listed in South Africa
Global Optimum Growth
Risk-cognisant long-term fund with an equity bias
Global Capital Plus [Houseview Currency Class]
Diversified exposure to global assets with a focus on capital preservation
Global Emerging Markets
Our top stock picks providing exposure to emerging markets
Balanced Plus
Maximising long-term returns for retirement savers
Balanced Defensive
A multi-asset fund for cautious investors requiring stable returns
Capital Plus
Balancing long-term returns with short-term risk
Global Managed
Balancing long term real returns and the risk of loss over the long term
Global Equity Select
Exposure to global equities with a developed market bias
Strategic Income
Our flagship managed income fund for investors requiring an immediate income
Also consider
Global Optimum Growth [ZAR] Feeder
Exposure to worldwide assets with a bias towards equities
Global Capital Plus [GBP Hedged Class]
Diversified exposure to global assets with a focus on capital preservation
Global Capital Plus [ZAR] Feeder
Diversified exposure to global assets with a focus on capital preservation
Global Capital Plus [EUR Hedged Class]
Diversified exposure to global assets with a focus on capital preservation
Global Opportunities Equity [ZAR] Feeder
Exposure to global equities with a developed market bias
Global Equity Select [ZAR] Feeder
Exposure to global equities with a developed market bias
Global Managed [ZAR] Feeder
Balancing long term real returns and the risk of loss over the long term
Global Opportunities Equity
Exposure to global equities with a developed market bias
Active Income Plus
A managed income fund that aims for a higher return than traditional income funds
Global Capital Plus [USD Hedged Class]
Diversified exposure to global assets with a focus on capital preservation
Global Strategic USD Income [ZAR] Feeder
Asset allocation across yielding asset classes globally with a US dollar bias
Global Emerging Markets Flexible [ZAR]
Exposure to emerging market equities
Money Market
Our lowest risk fund providing exposure to short-dated yielding assets
Defensive Income
Higher level of income than a traditional money market fund
Equity
Maximising long term returns through exposure to listed equities
SA Equity
Maximising long term returns through exposure to listed equities
Market Plus
Maximising long-term returns for discretionary saver
SA Income
High yield from domestic fixed income assets
Expert building block funds
Property Equity
Category-specific exposure to listed property assets
Bond
An actively managed fixed income fund that aims to outperform the All Bond Index
Smaller Companies
Category-specific exposure to mid and small cap companies
Financial
Category -specific exposure to financial services equities
Industrial
Category-specific exposure to industrial category equities
Resources
Category-specific exposure to resources equities