Please see below the CoreShares ETFs’ and Unit Trusts’ performance as at 31 August 2020, 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.
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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.
- The TER for the CoreShares SA Property Income ETF is an expected figure. Once the fund reaches a one year track record, the actual figure will be published.
- 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.