We know that performance has an outsized impact on your savings. That is why we work so hard to deliver it.
Find out more
For over 30 years, we have responsibly grown our investors’ long-term wealth. With a clear and simple purpose to deliver superior long-term investment outcomes, we have navigated different market and economic cycles as well as changes to the regulatory regimes.
We believe investment performance can be life-changing, especially when it comes to your retirement savings.
One of the best demonstrations of this is our global balanced strategy that was launched in 1993 when Coronation first opened its doors to institutional investors. In 1996, when we launched our first unit trust funds, this strategy became available to individual investors through the Coronation Balanced Plus Fund.
Our global balanced strategy is an institutional portfolio. Performance is gross of fees** and quoted as at 31 May 2024.
*Composite benchmark: 40% FTSE/JSE Africa Capped Shareholder Weighted Index, 27.5% MSCI All Country World Index Net, 17.5% FTSE/JSE All Bond Index, 7.5% Bloomberg Barclays Global Aggregate Bond Index, 5.0% Short Term Fixed Interest 3 month index and 2.5% FTSE/JSE Africa All Property Index.
**For net-of-fees performance in our Coronation Balanced Plus fund, see the full fund details.
Source: Coronation
Select one of our popular local and offshore funds with multi-decade track records
Our best investment views across all asset classes for retirement savers.
Our top 20 stock picks on the JSE.
Our best investment view across global asset classes for conservative savers.
Our best investment view across global asset classes for investors with a long time horizon.
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
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.
Read more
