Kagiso Equity Alpha Fund (XLS: file size 50k)
Kagiso Islamic Equity Fund (XLS: file size 40k)
Kagiso Protector Fund (XLS: file size 40k)
Kagiso Top 40 Tacker Fund (XLS: file size 40k)

Individual Investors

Equity Alpha Fund

Islamic Equity Fund

Protector Fund

Top 40 Tracker Fund

Institutional Investors

Managed Equity Fund

Core Equity Fund

Bond Fund

Money Market Fund

Balanced Fund

Absolute Return Fund

The long-term performance track record of our various funds is proof of the ultimate effectiveness of our people and process.

To view our current performance of our funds, click here.

Application Form

Investment Application Form (PDF: file size 184k)

Transaction Forms

Switch Form (PDF: file size 750k)
Redemption Form (PDF: file size 710k)
Debit Order Form (PDF: file size 680k)
Additional Investment Form (PDF: file size 886k)
Transfer of Ownership Form (PDF: file size 300k)
Change in Static Details Form (PDF: file size 290k)

Intermediary Forms

Intermediary Application Form (PDF: file size 50k)
Intermediary Terms & Condition Form (PDF: file size 80k)

Once you have filled in the appropriate form please fax or email the form and any supporting documents to Coronation Client Service:
Fax +27 21 680 2500
E-mail clientservice@coronation.co.za