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Education | 10X Stable Income Fund | 10X Wealth Accumulation Fund
The benefits of index investing within multi-asset funds
Watch this panel with Gareth Stobie to see how you can bring more certainty to financial planning by minimising the moving parts and using evidence-based investing principles to meet your client’s investment goals mechanically, with greater certainty.
Education
Introduction to ETFs
Exchange-traded funds (ETFs) have surged in popularity since they were first introduced in the 1990s. In a recent webinar hosted by CoreShares and EasyEquities, we explained how these instruments work, and why they are giving traditional fund managers a run for their money.
Performance Metrics
ETF and Unit Trust Performance Data, 30 April 2021
Please see below the CoreShares ETFs’ and Unit Trusts’ performance as at 30 April 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
The changing role of the financial adviser
The role of the financial adviser has changed dramatically in recent years due to the proliferation of investment products and downward pressure on fees. To set themselves apart in this new landscape, financial advisers are increasingly employing low-cost passive investment products alongside the expertise of discretionary fund managers as they...
Education
Why active and passive strategies are complementary in a portfolio
Active and passive strategies play highly complementary roles in a well-constructed investment portfolio that aims to deliver strong returns over the long run. In a recent webinar, CoreShares MD Gareth Stobie discussed the benefits of blended portfolios with Victoria Reuvers, Director and Senior Portfolio Manager at Morningstar Investment Management South...
General News | 10X Total World Stock Tracker Feeder Fund
The United Nations of Investments
We are delighted to announce the launch of the CoreShares Total World Stock Feeder ETF (share code: GLOBAL) which tracks the FTSE Global All Cap Index.
Performance Metrics