Please see below the 10X ETFs’ and Unit Trusts’ performance as at 31 October 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.

To view all table data, move the scrollbar beneath the table or drag the table to the left.

CoreShares ETFsShare Code1 MonthQTDYTD1 Year2 Years3 Years5 Years1 Year Historic Net YieldP/E RatioYield to MaturityMngmt FeeTERInception DateDistributes
Equity - South Africa
10X Top 50 ETFCTOP50-3,3%-3,3%-2,3%6,4%5,6%16,2%9,6%4,0%10,60,20%0,24%May 2015Quarterly
10X S&P SA Dividend Aristocrats ETFDIVTRX-1,3%-1,3%-4,0%8,5%8,9%11,9%1,0%5,2%6,10,40%0,49%Apr 2014Quarterly
10X Scientific Beta Multi-Factor ETFSMART-2,6%-2,6%0,5%9,9%7,2%15,3%3,5%10,10,40%0,51%Jul 2019Quarterly
Equity - Global
10X S&P 500 ETFCSP500-3,2%-3,2%21,6%11,6%7,1%15,1%15,6%1,0%21,60,25%0,39%Nov 2016Semi-Annually
10X S&P Global Dividend Aristocrats ETFGLODIV-4,2%-4,2%7,9%6,0%5,2%5,2%10,0%2,1%18,10,35%0,53%Feb 2018Semi-Annually
10X Total World ETFGLOBAL-3,4%-3,4%16,7%11,8%3,6%1,8%16,90,15%0,28%May 2021Semi-Annually
10X All Asia AMETFAPACXJ-4,6%0,40%0,58%Jul 2023Semi-Annually
Listed Property - South Africa
10X SA Property Income ETFCSPROP-4,1%-4,1%-6,3%-0,7%2,7%2,7%7,0%5,40,35%0,43%Oct 2019Quarterly
Listed Property - Global
10X S&P Global Property ETFGLPROP-4,4%-4,4%3,7%0,5%-4,7%4,5%4,2%2,8%19,50,40%0,47%Nov 2016Semi-Annually
Fixed Income
10X GOVI Bond ETFCSGOVI1,7%1,7%2,9%11,4%0,20%0,25%Dec 2022Quarterly
10X Income AMETFINCOME0,8%0,8%9,8%0,38%0,45%May 2023Quarterly
10X Yield Selected Bond Index FundCSYSB1,9%1,9%12,5%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 50CSTCB-3,3%-3,3%-2,4%6,3%5,5%16,0%9,4%4,0%0,20%0,24%Sep 2016Quarterly
Equity - Global
10X Total World FundCMAFF-3,4%-3,4%16,7%11,9%0,25%0,37%Feb 2018Annually
Multi-Asset: High Equity
10X Your Future Fund10XHA-2,3%-2,3%5,5%8,2%5,4%13,0%5,7%0,50%0,63%Mar 2019Quarterly
10X Wealth AccumulationCSWACA-2,8%-2,8%4,6%8,1%5,5%13,4%3,7%0,35%0,54%May 2019Quarterly
Multi-Asset: Medium Equity
10X Moderate Fund10XMA-1,6%-1,6%5,6%7,3%5,5%11,5%6,8%0,50%0,64%Mar 2019Quarterly
Multi-Asset: Low Equity
10X Defensive Fund10XLA-0,8%-0,8%5,7%6,4%5,3%8,6%8,2%0,50%0,63%Mar 2019Quarterly
10X Stable IncomeCSTIA-1,1%-1,1%2,6%6,4%5,1%9,7%6,4%0,35%0,63%May 2019Quarterly
Multi-Asset: Income
10X Income Fund10XDA0,6%0,6%5,8%9,7%0,50%0,63%Dec 2022Quarterly
Fixed Income
10X Yield Selected Bond Index FundCYSBCB1,9%1,9%1,0%12,5%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).
Are you looking to get in touch? To ensure we get the most relevant person to call you back, please select whether you are a Private or Professional Investor below: