This is our flagship Smart Beta or Factor strategy. By tracking the Scientific Beta Multi-factor Index, this unit trust brings you exposure to well-rewarded, academically grounded risk factors while diversifying away from non-rewarded, non-systematic risks. Constructed and maintained by the EDHEC-Risk Institute in France, the index gives you exposure to the 52 largest and most liquid shares listed on the JSE.
Benefits to Investors
Access to multiple factor and risk premiums in the local equity market, held equally
No single stock concentration and the use of diversified weighting schemes.
The strategy competes directly with the value preposition of active management, at a much lower cost and greater transparency.
Unit Trust Details
|Current price / NAV||R 0.93|
|Launch date||2 October 2017|
General Fund Details
|Classification||South African – Equity – General|
|Benchmark||Scientific Beta CS South Africa 6FEW Index|
|Distribution dates||March, June, September, December|
|Asset manager||CoreShares Asset Management|
|Trustee||Société Générale Johannesburg Branch|
|Risk profile||Aggressive (5/5)|