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Rules-based investment offerings for the professional investor.

CoreShares for the professional investor, advisor & institution

CoreShares is a leading African passive investment management business with a particular focus on Smart Beta.

We believe in a simple, rules-based index approach which is both smart and intuitive. This allows for greater transparency and also provides a clear governance structure – both resulting in a better client experience and clearer management structures. Of course being low cost is at the heart of our offering and the broader passive revolution.

SMART BETA

Aside from the general growth in passive investments, there has been the emergence of 'Smart Beta', the next wave or generation of passive investing.

Smart Beta relates to any index strategy that moves away from company size or share price as the primary determinant for the weighting of a share in an index. Smart Beta measures portfolios according to other drivers such as: dividends, return on equity, volatility, price-earnings ratios, etc.

This is a fresh, dynamic part of the market – a hybrid between active and passive that gives investors the best of both worlds. The result is low-cost products that are rules driven and transparent yet have the ability to add additional return and/or manage risk, relative to a market cap index. In many respects, smart beta does the work of active managers but at a fraction of the cost by using rules-based disciplines.

For more information on Smart Beta visit our resources & thought leadership section.

Apart from the ETFs which CoreShares manages on various African exchanges CoreShares also offers products and services directed at financial advisors and institutions.

These include: Unit Trusts and Segregated Portfolio management services.

CoreShares Unit Trusts

CoreShares S&P SA Top50 Tracker Fund Latest Fact Sheet
CoreShares S&P SA Dividend Aristocrats Tracker Fund Latest Fact Sheet
CoreShares S&P SA Low Volatility Tracker Fund Latest Fact Sheet
CoreShares SA Top Ten Equally Weighted Listed Property Index Tracker Latest Fact Sheet

Unit Trusts managed for other institutions

CoreShares manages the following unit trusts on behalf of Investment Solutions:

Investment Solutions Aggressive Passive Unit Trust Latest Fact Sheet
Investment Solutions Conservative Passive Unit Trust Latest Fact Sheet

ETFs for professionals

ETFs are dynamic instruments which can be used in a variety of ways and for different time periods by professional investors. CoreShares ETFs are all CISCA compliant and may be distributed as CIS funds by advisors.

The CoreShares ETFs are available on certain LISP platforms. Prospective investors are encouraged to make contact with our team when trading in the instruments so that we can ensure adequate volume and efficient pricing

Segregated Portfolio Services

CoreShares manages index portfolios on behalf of other investment companies, pension funds and institutions. These arrangements are structured on a case by case basis. Coreshares prides itself on its strict tracking abilities and high levels of service. CoreShares believes that it has a crucial role to play in developing the local passive market, and to this end we adopt a partnership model with our clients – flexible pricing and high servicing standards. As experts in the field of indexing, particularly factor-based indexes or Smart Beta, CoreShares is able to guide and ‘consult’ to larger investors as to which may be the best index construct for their particular needs.

Investment Team & Processes

CoreShares is an authorised financial services provider (FSP) with both a Category I & Category II license with the FSB. The business boasts an experienced team of professionals overseeing investment processes who are also supported by numerous structures at Grindrod Bank Limited, Societe General and Maitland.

Contact the research and investment team:

Info@coreshares.co.za

Main Switchboard: 011 459 1860

(ask for CoreShares)