SmartBeta Investment

SmartBeta Investment

The only difference between the “SmartBeta Investment Index Category” and the “Market-Value Investment Index Category” is that the former adopts various return drivers such as size, value, momentum, or low volatility as the selection criteria or weighting method for constituents.
Index Type Index Name Base Date Launch Date Base Index Newest Index Change %Change
SmartBeta Investment TIP Customized Environmental Sustainability Dividend+ Index 2021.12.30 2022.01.03 5,000 6853.68 17.48 0.26%
SmartBeta Investment TIP Customized Taiwan Dividend Highlight Index 2021.12.17 2021.12.20 5,000 5373.35 1.6 0.03%
SmartBeta Investment TIP Taiwan Environmental Sustainability Index 2021.10.15 2021.10.18 5,000 7020.11 95.72 1.38%
SmartBeta Investment TIP Customized Taiwan High Dividend 30 Index 2021.10.01 2021.10.04 5,000 5115.27 30.62 0.6%
SmartBeta Investment TIP Customized Taiwan Green Energy and Electric Vehicles Index 2021.06.29 2021.06.30 5,000 6236.17 78.25 1.27%
SmartBeta Investment TIP Customized Investor Movement Aristocrats 30 Index 2021.05.14 2021.05.17 5,000 8122.09 146.03 1.83%
SmartBeta Investment TIP Customized Multi-factor Smart Beta Index 2020.08.07 2020.08.10 5,000 9283.66 127.87 1.4%
SmartBeta Investment TIP Taiwan Market CSR Small/Mid-Cap Index 2020.06.19 2020.06.22 5,000 11911.64 60.42 0.51%
SmartBeta Investment TIP Customized Value Growth Total Return Index 2020.02.14 2020.02.17 5,000 13923.80 94.44 0.68%
SmartBeta Investment TIP Smart Multi-factor 30 Index 2019.10.31 2019.11.01 5,000 7678.35 15.63 0.2%

SmartBeta Investment

The only difference between the “SmartBeta Investment Index Category” and the “Market-Value Investment Index Category” is that the former adopts various return drivers such as size, value, momentum, or low volatility as the selection criteria or weighting method for constituents.
SmartBeta Investment
TIP Customized Environmental Sustainability Dividend+ Index
Base Date:
2021.12.30
Launch Date:
2022.01.03
Base Index:
5,000
Newest Index:
6853.68
Change:
17.48
%Change:
0.26%
SmartBeta Investment
TIP Customized Taiwan Dividend Highlight Index
Base Date:
2021.12.17
Launch Date:
2021.12.20
Base Index:
5,000
Newest Index:
5373.35
Change:
1.6
%Change:
0.03%
SmartBeta Investment
TIP Taiwan Environmental Sustainability Index
Base Date:
2021.10.15
Launch Date:
2021.10.18
Base Index:
5,000
Newest Index:
7020.11
Change:
95.72
%Change:
1.38%
SmartBeta Investment
TIP Customized Taiwan High Dividend 30 Index
Base Date:
2021.10.01
Launch Date:
2021.10.04
Base Index:
5,000
Newest Index:
5115.27
Change:
30.62
%Change:
0.6%
SmartBeta Investment
TIP Customized Taiwan Green Energy and Electric Vehicles Index
Base Date:
2021.06.29
Launch Date:
2021.06.30
Base Index:
5,000
Newest Index:
6236.17
Change:
78.25
%Change:
1.27%
SmartBeta Investment
TIP Customized Investor Movement Aristocrats 30 Index
Base Date:
2021.05.14
Launch Date:
2021.05.17
Base Index:
5,000
Newest Index:
8122.09
Change:
146.03
%Change:
1.83%
SmartBeta Investment
TIP Customized Multi-factor Smart Beta Index
Base Date:
2020.08.07
Launch Date:
2020.08.10
Base Index:
5,000
Newest Index:
9283.66
Change:
127.87
%Change:
1.4%
SmartBeta Investment
TIP Taiwan Market CSR Small/Mid-Cap Index
Base Date:
2020.06.19
Launch Date:
2020.06.22
Base Index:
5,000
Newest Index:
11911.64
Change:
60.42
%Change:
0.51%
SmartBeta Investment
TIP Customized Value Growth Total Return Index
Base Date:
2020.02.14
Launch Date:
2020.02.17
Base Index:
5,000
Newest Index:
13923.80
Change:
94.44
%Change:
0.68%
SmartBeta Investment
TIP Smart Multi-factor 30 Index
Base Date:
2019.10.31
Launch Date:
2019.11.01
Base Index:
5,000
Newest Index:
7678.35
Change:
15.63
%Change:
0.2%