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Resilience

For 28 years, we’ve aimed to create funds that can weather the storms and find opportunity in crisis.  As times change, we remain focused yet agile, stress-testing everything as we implement our proven long-term,
valuation-driven investment approach.

Determination

When challenges seem huge, it is grit and determination that will see you through. We feel the same about your investments. In volatile times, our rigorous, in-depth proprietary research and investment team of 70 leave no stone unturned when it comes to building and protecting sustainable investment portfolios.

Humanity

We currently look after millions of South African’s investments. This isn’t a responsibility we take lightly. And it’s why we’re working tirelessly every day to make sure your money is put to work judiciously.

Unity

Since we opened our doors at the dawn of democracy in 1993, we have demonstrated our commitment to sustainable economic development in South Africa. It’s why we are passionate about education and job creation. It is also why we have passionately supported Covid-19-relief initiatives. In times such as these, we are in it together.
We are because of you.

It all comes to down to Trust

Particularly when it comes to investing.

About
Coronation

Since 1993, Coronation has been committed to growing your hard-earned money into real wealth, over time. And we’ve consistently managed to achieve this through the many ups and downs of the last 28 years.

But earning  your trust goes far beyond just investment performance, it extends into the heart of our organisation. As an active corporate citizen, we are committed to building an equitable and inclusive society. Which is why meaningful transformation is a key ingredient of our DNA, actively supporting education and helping to build a more vibrant, equal financial industry.

Coronation was one of South Africa’s very first independent asset managers, born through a breakaway from the large financial institutions of the time. And despite now being one of South Africa’s largest fund managers, we proudly retain the entrepreneurial spirit of a boutique.

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How we
invest

No matter how the times change, our investment principles remain. The imperative to act as responsible stewards of our clients’ capital has long been part of our investment DNA. We prize shared insight, collaboration, persistent rigor and research to ensure we find the best possible long-term investment opportunities.

We have one global investment team who usually work together in an open-plan office at our Cape Town headquarters. Of course, while we work from home during these times, we’ve found fresh ways of ensuring nothing is lost in how we interact and our ability to share investment ideas.

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Insights

Actively playing the long game.

Lessons from investing clients’ money through major crises.

Two decades of exceptional outcomes across two mandates.

Reflecting on the track records of Market Plus and Capital Plus.

How we earn
your trust

Since our inception, we’ve strived to earn your trust through delivering meaningful returns on your investments. And, over the long-term, we’ve achieved market-beating results across our fund range.  

Each of our funds are built to match the varying needs of investors, enabling you to select those that best meet your individual needs. Our unit trust funds give you access to both local and international equity, bond and property markets, as do our range of tax-free investments, and retirement and life products.

Cumulative Performance

View full details of the Coronation Equity Fund

Investing with
Coronation

Unit trust funds are the simplest, most cost-effective way for you to invest with Coronation. They’re effectively a basket of different financial asset classes such as equities, bonds and listed property. When you invest, your money buys you a portion - or unit - of each asset in the fund you’ve chosen.  

The sooner you get started, the more opportunity your money has to grow. So, if you can, start today. You can start with as little as R500 per month.  

All you need to do is answer two simple questions which will help you find the right fund.

  • How much can I afford to put aside every month? 
  • How long can I keep my money invested? 

Once you’ve answered these questions, find a fund which works for you. Or, if you’re ready, you can start investing now.

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Our Head of Personal Investments, Pieter Koekemoer explains some investment basics. 

Getting started

What is a unit trust

Investing do’s and dont’s

Podcast disclaimer

Coronation is an authorised financial services provider. Trust is Earned™

Coronation is an authorised financial services provider. Trust is Earned™