|Fund Name||Index / Benchmark||Category||Ticker||Structure||Factsheet(s)|
|CoreShares S&P 500|
|CoreShares S&P Global Dividend Aristocrats|
|CoreShares Scientific Beta Multi-Factor Index Fund|
|CoreShares MSCI ACWI Fund of Funds|
|CoreShares S&P Global Property|
|CoreShares PropTrax Ten|
|CoreShares PropTrax SAPY|
|CoreShares Wealth Accumulation Fund|
|CoreShares Stable Income Fund|
Core 'Bulk Beta' (Core)
Get exposure to simple market cap-weighted indexes both locally and globally at low cost. We’ll match the holdings and returns of major local and global benchmarks and asset classes. Consider these products to construct the core of your core/satellite portfolio.
Factor investing filters the market to extract shares with certain risk characteristics. This helps to improve diversification as well as the risk/reward trade off. Our flagship “Multi-Factor Strategy” enables one to invest all the factors within one strategy.
Invest in bricks and mortar by tracking local and international listed property indexes.
Earn income from stock dividends by adopting an equity income focused strategy. Our S&P Dividend Aristocrat© range and preference share product do just that.
Get global index exposure without the necessity of physically externalising currency. Invest in major global benchmarks.
Build up wealth across a mix of asset classes in anticipation of retirement, as well as investing for income post retirement. Our outcomes-based multi-asset funds are purpose-built with the life stages of a client in mind.