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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...
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...
General News
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10X Total World Stock Tracker Feeder Fund
The United Nations of Investments
We are delighted to announce the launch of the CoreShares Total World Stock Feeder ETF (share code: GLOBAL) which tracks the FTSE Global All Cap Index.
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.
Education
What is passive investing and why are so many investors converting?
Passive investment funds, which track indices in a cost-effective manner, have surged in popularity over the past decade as institutional and retail investors turn away from pricier active strategies – most of which struggle to beat their benchmarks.
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