The Smart Beta Range

Our smart beta index tracking funds allow you easy and transparent access to factors that capture market characteristics that enhance portfolio returns. Smart beta funds are a valuable complement to portfolios and can be used as low cost building blocks to construct diversified multi-factor portfolios. Our smart beta funds are constructed sector neutral to the market index to reduce portfolio concentration and reduce sensitivity to macroeconomic risks.

  • Momentum Index Fund
  • Latest Fund Price
    08/12/2017
    115.13
  • This fund tracks a customised sector neutral momentum index that targets stocks with strong recent performance. Stocks with recent positive momentum tend to maintain higher returns.
  • Value Index Fund
  • Latest Fund Price
    08/12/2017
    105.87
  • This fund tracks a customised sector neutral value index that targets stocks that are cheap relative to their fundamental value. Cheap stocks have tended to outperform over the long term.
  • Quality & Growth Index Fund
  • Latest Fund Price
    08/12/2017
    106.62
  • This fund tracks a customised sector neutral growth and quality index that targets stocks with high growth and high profitability. Financially healthy firms have typically performed better over the long term.