Investment platforms
Coronation
A unit-trust manager. Use the current fact sheet for fees and performance.
Visit Coronation (opens in a new tab)About Coronation
A unit-trust manager. Use the current fact sheet for fees and performance.
Coronation is listed on WiT Money where a published comparison uses this name. The products sit in these directories: Investment platforms.
The linked comparisons are Money market funds, Retirement annuities, Preservation funds, Living annuities, Retirement planning.
No legal name is shown, because the sources used for this profile did not give one that has been re-checked.
A profile is not an endorsement, a rating or a promise that a product is suitable. Registration of a firm does not set the terms of a particular account, policy or investment, and it does not mean the product is free from loss.
Products and services on WiT Money
These are the published WiT Money records for this name. A company in a large group is not assumed to offer every product sold under a similar brand.
Money market funds
Money Market Fund
Collective investment scheme
Fund management/platform fees apply as disclosed
View the comparison
Retirement annuities
Coronation — Retirement Annuity
Tax-advantaged pre-retirement contributions; two-pot treatment applies subject to fund/member circumstances
Get current EAC, underlying fund TER/TC and adviser/platform fees
View the comparison
Preservation funds
Coronation — Preservation Fund
Preserves transferred employer pension/provident savings; fund type matters
Get current EAC, platform, fund and adviser charges
View the comparison
Living annuities
Coronation — Living Annuity
Post-retirement investment-linked income, usually 2.5%-17.5% annual drawdown
Get ongoing platform/investment/adviser charges and income payment conditions
View the comparison
Retirement planning
Coronation — Retirement Planning / Advice
Retirement planning and/or advice, not automatically a distinct investment product
Advice fee and ongoing service agreement: request disclosure
View the comparison
Published product details
- Collective investment scheme
- Tax-advantaged pre-retirement contributions; two-pot treatment applies subject to fund/member circumstances
- Preserves transferred employer pension/provident savings; fund type matters
- Post-retirement investment-linked income, usually 2.5%-17.5% annual drawdown
- Retirement planning and/or advice, not automatically a distinct investment product
Advantages and considerations
These points come from individual product records. They are not a general review of the company.
Recorded strengths
- Money Market Fund. Diversified short-dated instruments
- Money Market Fund. published factsheets
- Coronation — Retirement Annuity. No initial/account/admin fees on selected products
- Coronation — Retirement Annuity. fund options
- Coronation — Preservation Fund. No initial/account/admin fees on selected products
- Coronation — Preservation Fund. fund options
- Coronation — Living Annuity. No initial/account/admin fees on selected products
- Coronation — Living Annuity. fund options
Recorded limits
- Money Market Fund. Capital not guaranteed
- Money Market Fund. fee-adjusted returns fluctuate
- Coronation — Retirement Annuity. Underlying fund fees
- Coronation — Retirement Annuity. unit trust selection and retirement restrictions
- Coronation — Preservation Fund. Underlying fund fees
- Coronation — Preservation Fund. unit trust selection and retirement restrictions
- Coronation — Living Annuity. Underlying fund fees
- Coronation — Living Annuity. unit trust selection and retirement restrictions
Fees and costs
- Fund management/platform fees apply as disclosed
- Get current EAC, underlying fund TER/TC and adviser/platform fees
- Get current EAC, platform, fund and adviser charges
- Get ongoing platform/investment/adviser charges and income payment conditions
- Advice fee and ongoing service agreement: request disclosure
A missing fee is not shown as R0. Where no figure is published, the price has to come from the provider.
Regulatory information
- This is not a bank deposit.
- Verify FSCA legal entity/fund registration
- WiT Money has not marked this provider as regulated. Check the register that applies to the product before you deal with the firm.
An authorisation, where one exists, is for particular activities. It is not an endorsement by the regulator, and it does not mean a product is suitable.
Compare Coronation on WiT Money
Sources and how this profile was reviewed
Research dates on the underlying records run to 28 October 2026. Rebuilding this page did not re-check every register entry.