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...
Performance Metrics

ETF and Unit Trust Performance Data, 31 March 2021

Please see below the CoreShares ETFs’ and Unit Trusts’ performance as at 31 March 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.
General News

Trust from Experts Is the Best Kind of Trust

We’re excited to have been chosen by Boutique Investment Partners to implement and manage the index exposures within an innovative new range of low-cost, passive and factor-based Multi-Asset funds, the Select BCI Range. It speaks volumes about our approach and the expert’s view of it.
Performance Metrics

ETF and Unit Trust Performance Data, 28 February 2021

Please see below the CoreShares ETFs’ and Unit Trusts’ performance as at 28 February 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

What’s your win rate?

In the world of sports, a ‘win rate’ is a common way to compare teams or coaches over different periods. For instance, one could compare Rassie Erasmus’ coaching tenure to Heyneke Meyer’s, or the Springboks to the All Blacks, by looking at their respective win rates – a simple calculation...
Performance Metrics

ETF and Unit Trust Performance Data, 31 January 2021

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