Please see below the 10X ETFs’ and Unit Trusts’ performance as at 30 November 2023, 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.

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CoreShares ETFsShare Code1 MonthQTDYTD1 Year2 Years3 Years5 Years1 Year Historic Net YieldP/E RatioYield to MaturityMngmt FeeTERInception DateDistributes
Equity - South Africa
10X Top 50 ETFCTOP508,1%4,5%5,6%2,8%7,5%14,8%12,3%3,7%10,60,20%0,24%May 2015Quarterly
10X S&P SA Dividend Aristocrats ETFDIVTRX8,9%7,6%4,6%3,2%11,1%10,9%2,6%4,8%6,10,40%0,49%Apr 2014Quarterly
10X Scientific Beta Multi-Factor ETFSMART7,6%4,8%8,1%6,0%11,3%14,7%3,3%10,10,40%0,51%Jul 2019Quarterly
Equity - Global
10X S&P 500 ETFCSP50010,3%6,8%34,2%30,1%9,7%16,9%19,3%0,9%21,60,25%0,39%Nov 2016Semi-Annually
10X S&P Global Dividend Aristocrats ETFGLODIV8,4%3,9%17,0%14,1%8,1%8,1%12,8%1,9%18,10,35%0,53%Feb 2018Semi-Annually
10X Total World ETFGLOBAL10,1%6,4%28,5%22,8%7,4%1,7%16,90,15%0,28%May 2021Semi-Annually
10X All Asia AMETFAPACXJ8,2%3,3%0,40%0,58%Jul 2023Semi-Annually
Listed Property - South Africa
10X SA Property Income ETFCSPROP8,5%4,1%1,6%2,7%5,2%5,2%6,5%5,40,35%0,43%Oct 2019Quarterly
Listed Property - Global
10X S&P Global Property ETFGLPROP10,9%6,1%15,1%11,2%-1,6%7,2%6,9%2,5%19,50,40%0,47%Nov 2016Semi-Annually
Fixed Income
10X GOVI Bond ETFCSGOVI4,7%6,4%7,8%10,8%0,20%0,25%Dec 2022Quarterly
10X Income AMETFINCOME2,3%3,1%9,6%0,38%0,45%May 2023Quarterly
10X Yield Selected Bond Index FundCSYSB5,8%7,8%12,0%0,25%0,30%May 2023Quarterly
CoreShares Unit TrustsCode1 MonthQTDYTD1 Year2 Years3 Years5 Years1 Year Historic Net YieldYield to MaturityMngmt FeeTERInception DateDistributes
Equity - South Africa
10X S&P SA Top 50CSTCB8,2%4,6%5,6%2,7%7,4%14,7%12,1%3,7%0,20%0,24%Sep 2016Quarterly
Equity - Global
10X Total World FundCMAFF10,1%6,4%28,6%22,8%0,25%0,37%Feb 2018Annually
Multi-Asset: High Equity
10X Your Future Fund10XHA7,0%4,5%12,9%10,7%7,6%12,9%5,3%0,50%0,63%Mar 2019Quarterly
10X Wealth AccumulationCSWACA8,0%5,0%12,9%10,7%8,4%13,3%3,5%0,35%0,54%May 2019Quarterly
Multi-Asset: Medium Equity
10X Moderate Fund10XMA6,2%4,5%12,1%10,4%7,4%11,5%6,4%0,50%0,64%Mar 2019Quarterly
Multi-Asset: Low Equity
10X Defensive Fund10XLA5,0%4,1%11,0%10,2%7,0%9,3%7,8%0,50%0,63%Mar 2019Quarterly
10X Stable IncomeCSTIA5,9%4,7%8,6%7,9%7,0%9,7%6,0%0,35%0,63%May 2019Quarterly
Multi-Asset: Income
10X Income Fund10XDA2,3%2,9%8,2%9,5%0,50%0,63%Dec 2022Quarterly
Fixed Income
10X Yield Selected Bond Index FundCYSBCB5,8%7,8%6,8%12,0%0,20%0,23%Aug 2022Quarterly

 

Please note

  • The past portfolio performance is calculated on a rolling monthly basis, lump sum, NAV to NAV and distributions reinvested. Annualised return is weighted average compound growth rate over period measured. The investor performance may differ as a result of advisor fees (where applicable), actual investment date, date of reinvestment and dividend withholding tax.
  • Since inception, minimum 12 month and maximum 12 month returns for each fund are available on the fund fact sheets which can be found on the individual fund pages.
  • *Official TER will be available after 1 year of live fund performance (please note there are more fee classes available in the Unit Trust).
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