Fund Summary

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

Diversification

Access to multiple factor and risk premiums in the local equity market, held equally

Rand Hedge

No single stock concentration and the use of diversified weighting schemes.

Active Replacement

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
Launch date2 October 2017

General Fund Details

ClassificationSouth African – Equity – General
BenchmarkScientific Beta CS South Africa 6FEW Index
Distribution datesMarch, June, September, December
Asset managerCoreShares Asset Management
TrusteeSociété Générale Johannesburg Branch
AuditorDeloitte
Risk profileAggressive (5/5)