General News

SA equities resilient despite challenges

The third quarter of 2021 was a tale of two halves. Healthy gains from growth assets were partly erased in the last few weeks of the quarter as concerns over the spread of the Delta variant of Covid-19, and the prospect of higher interest rates, weighed on sentiment. Skip to fund...
Performance Metrics

ETF and Unit Trust Performance Data, 31 October 2021

Please see below the CoreShares ETFs’ and Unit Trusts’ performance as at 31 October 2021, based on Net Asset Values (NAV) with distributions reinvested. Returns greater than 1 year are annualised. Past performance is not indicative of future performance. Data source is Morningstar and Bloomberg.
Education

ESG investing: Taking the passive versus active debate to a new arena

Investment strategies focused on environmental, social and corporate governance (ESG) metrics have risen to prominence over the past decade. Globally, investors are aligning their portfolios with their ESG beliefs. While South Africa has lagged this trend to some extent, ESG investing is taking hold as investors look to bolster their...
Education

Showcase

Join CoreShares as we showcase some of SA’s best investment platforms and hear all about the latest tools and support they are offering to help Financial Advisors serve their clients to the best of their abilities.
Education

INSIGHTS AND ANSWERS: Blending active and passive allocations in a portfolio

Combining active investing with passive and smart beta strategies can be a highly effective way to construct a portfolio that mitigates risk while also targeting outperformance. In a recent webinar hosted by CoreShares, Florbela Yates, head of Momentum Investment Consulting, shared her approach to blending different strategies into a diversified...