The iShares Core Series gives you the flexibility to create core portfolios for your clients tailored to their individual needs.


Whole Shape Two

Essential exposure

Build a firm foundation with local and global equity funds and UK gilts.
ETFIndexTERTickerFactsheet
iShares Core MSCI World UCITS ETF MSCI World Index 0.20% WDA
iShares Core Euro Government Bond UCITS ETF Barclays Euro Treasury Bond Index 0.20% IEGA
iShares Core EURO STOXX 50 UCITS ETF EURO STOXX 50 Index 0.10% CSX5

Whole Shape Three

Express your view

Express your view on the world’s developed equity markets using regional funds covering the US, Europe, Japan and Asia Pacific.
ETFIndexTERTickerFactsheet
iShares Core FTSE 100 UCITS ETF FTSE 100 Index 0.10% CUKX
iShares Core S&P 500 UCITS ETF S&P 500 0.07% CSPX
iShares Core MSCI Japan IMI UCITS ETF MSCI Japan IMI Index 0.20% IJPA
iShares Core MSCI Pacific ex Japan UCITS ETF MSCI Pacific ex Japan Index 0.20% CPXJ

Whole Shape One

Diversify further

Diversify your portfolio with emerging market exposure, and access the income-generating potential of corporate bonds.
ETFIndexTERTicker Factsheet
iShares Core MSCI Emerging Markets IMI UCITS ETF MSCI Emerging Markets IMI Index 0.25% EIMI
iShares Core Euro Corporate Bond UCITS ETF Barclays Euro Corporate Bond Index 0.20% IEAC

Flexible ways of using the iShares Core Series

Many find the best way to achieve long-term goals is through a blend of both active and passive strategies. Choose as many funds as needed from iShares Core Series to put high-quality, low-cost exposures at the heart of your client’s portfolio and retain fee budget for enhanced return opportunities.

BUILD

BUILD

Design your own portfolio
The iShares Core Series offers a range of the most popular market exposures, at a compelling price. Average costs of 0.17% also means, there is often enough left in a client’s fee budget to realise additional-return-seeking opportunities.
COMPLEMENT

COMPLEMENT

Enhance an existing portfolio
Investors can use the iShares Core Series to express an investment view and complement their existing portfolio. Whether this is access to the Japanese equity market, emerging markets or corporate bonds, adding a fund from the Core range can provide additional market diversification at a low cost.
RESHAPE

RESHAPE

Rebuild an existing portfolio
For those asset classes where you have less conviction in the ability of active management to provide consistent outperformance, replacing these exposures with funds from the iShares Core Series may be efficient. This preserves fee budget for those asset classes where you and your clients believe there is greater scope for outperformance.

Please note that as of Monday, 9 June 2014 the name of each of the Funds referenced has been amended to include “Core” in their title. For further information please refer to the shareholder letter, dated 2nd June, on the 'All Documents' section on the funds webpage or contact your local iShares team.

iShares Core Series

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