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The CoreShares Wealth Accumulation (High Equity) and the CoreShares Stable Income (Low Equity) funds were launched in May 2019. If you haven’t already heard about them, we invite you to join us for a pre-recorded webinar which explains how Evidence-Based Investing principles can help improve outcomes for investors. We use low-cost passive index strategies and selective use of active to implement the respective strategic asset allocations and bring these sophisticated solutions to the market for an attractive 35bps management fee.
The Wealth Accumulation Fund is primarily aimed at investors with at least 5 years left to retirement while the Stable Income Fund is positioned for someone transitioning into retirement, or already in retirement, and living off their investments.