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Rules-based investment offerings for the professional investor.

CORESHARES UNIT TRUSTS

CoreShares focuses on rules based, investments which are low cost, efficient and transparent. CoreShares offers passive unit trusts, ETFs and segregated portfolio services directed at financial advisors, multi-managers and institutions

WHAT IS SMART BETA?

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: quality, value, size, momentum & volatility.

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. In many respects, smart beta does the work of active managers but at a fraction of the cost by using rules-based disciplines.

HOW SMART BETA WORKS

Smart Beta: Breaking down the drivers of return

CoreShares focuses on rules based, investments which are low cost, efficient and transparent. CoreShares offers passive unit trusts and segregated portfolio services directed at financial advisors, multi-managers and institutions

FACTSHEETS

CoreShares Unit Trusts

CoreShares S&P SA Top50 Tracker Fund
CoreShares S&P SA Dividend Aristocrats Tracker Fund
CoreShares SA Top Ten Equally Weighted Listed Property Index Tracker
CoreShares Scientific Beta Multi Factor Index Fund
CoreShares MSCI All Country World Index FoF
CoreShares OUTstable Index Fund
CoreShares OUTmoderate Index Fund
CoreShares OUTcautious Index Fund
CoreShares OUTaggressive Index Fund

Unit Trusts Managed for Other Institutions

Investment Solutions Aggressive Passive Unit Trust
Investment Solutions Conservative Passive Unit Trust

INVESTMENT TEAM & PROCESS

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 that oversee investment processes.

Contact the research and investment team
Info@coreshares.co.za
Main Switchboard: 011 459 1860
(ask for CoreShares)