All unit trusts
CoreShares Wealth Accumulation Fund
Managed by CoreSharesSouth African General Equity
- Price
- Not available
- Yearly cost (TER)
- 0.57%before transaction costs
- Fund size
- R258mas at 11 November 2026
- Risk profile
- Not published
Price over the past year
Our price feed hasn’t updated this fund recently, so we’re not showing its returns. See the latest price on EasyEquities.
What it aims to do
The objective of this portfolio is to generate capital growth over the long term
What it costs
- Annual management fee
- 0.40%
- Performance fee
- Not published
- Total expense ratio (TER)
- 0.57%
- Transaction costs
- 0.07%
As at 11 November 2026. The TER is what the fund costs to run each year; with transaction costs, it makes up the total investment cost (TIC). The fund's factsheet has the latest figures.
Fund details
- Manager
- CoreShares
- Fund type
- South African General Equity
- Benchmark
- CPI + 5%
- Income distribution
- Quarterly
- Inception date
- Jan 5, 2019
- JSE code
- CSWACA
- ISIN
- ZAE000271425