Education

How to decide what investment products to buy or sell

Considering the plethora of investment products in the market, deciding what to buy or sell can be a challenging and daunting process. In a recent webinar hosted by CoreShares and EasyEquities, we shared our thoughts on the best way to go about the decision-making process.
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Global Equities – the investment opportunity most investors are missing

A sensible approach to investing means incorporating both local and international assets into one’s portfolio, and it is vital to successful long-term investing. Fortunately, over the past few decades, (financial) technology has improved our access to offshore investments. This allows us, as everyday South Africans, to take advantage of...
Education

Explainer: What is an index?

Stock market indices are the foundation on which low-cost passive investment strategies, such as ETFs, are built. CoreShares and EasyEquities recently hosted a webinar to explain how they work and the different functions they serve.
Performance Metrics

ETF and Unit Trust Performance Data, 31 May 2021

Please see below the CoreShares ETFs’ and Unit Trusts’ performance as at 31 May 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

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...