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 Investor Movement Aristocrats 30 Index 2021.05.14 2021.05.17 5,000 23645.57 97 0%
SmartBeta Investment TIP Customized Multi-factor Smart Beta Index 2020.08.07 2020.08.10 5,000 20191.08 -44 0%
SmartBeta Investment TIP Taiwan Market CSR Small/Mid-Cap Index 2020.06.19 2020.06.22 5,000 16161.08 38 0%
SmartBeta Investment TIP TAIEX+ Customized High Dividend Minimum Variance Index 2017.06.30 2017.07.03 5,000 12602.97 -48 0%
SmartBeta Investment TIP TAIEX+ Dividend Appreciation 150 Total Return Index 2016.07.08 2016.07.25 5,000 35706.75 22 0%
SmartBeta Investment TIP TAIEX+ Dividend Appreciation 150 Index 2016.07.08 2016.07.11 5,000 22741.14 14 0%
SmartBeta Investment TWSE RAFI® Taiwan High Compensation 100 Index 2014.08.11 2014.08.25 5,000 23903.70 -131 0%
SmartBeta Investment TWSE RA Taiwan Employment Creation 99 Index 2010.12.23 2010.12.30 5,000 31025.87 29 0%
SmartBeta Investment FTSE TWSE Taiwan Dividend+ Index 2006.07.31 2007.01.15 5,000 16124.93 -5 0%
SmartBeta Investment TIP Taiwan Gender Equality Index 2024.12.27 2024.12.30 5,000 9059.6 25 0%

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 Investor Movement Aristocrats 30 Index
Base Date:
2021.05.14
Launch Date:
2021.05.17
Base Index:
5,000
Newest Index:
23645.57
Change:
97
%Change:
0%
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:
20191.08
Change:
-44
%Change:
0%
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:
16161.08
Change:
38
%Change:
0%
SmartBeta Investment
TIP TAIEX+ Customized High Dividend Minimum Variance Index
Base Date:
2017.06.30
Launch Date:
2017.07.03
Base Index:
5,000
Newest Index:
12602.97
Change:
-48
%Change:
0%
SmartBeta Investment
TIP TAIEX+ Dividend Appreciation 150 Total Return Index
Base Date:
2016.07.08
Launch Date:
2016.07.25
Base Index:
5,000
Newest Index:
35706.75
Change:
22
%Change:
0%
SmartBeta Investment
TIP TAIEX+ Dividend Appreciation 150 Index
Base Date:
2016.07.08
Launch Date:
2016.07.11
Base Index:
5,000
Newest Index:
22741.14
Change:
14
%Change:
0%
SmartBeta Investment
TWSE RAFI® Taiwan High Compensation 100 Index
Base Date:
2014.08.11
Launch Date:
2014.08.25
Base Index:
5,000
Newest Index:
23903.70
Change:
-131
%Change:
0%
SmartBeta Investment
TWSE RA Taiwan Employment Creation 99 Index
Base Date:
2010.12.23
Launch Date:
2010.12.30
Base Index:
5,000
Newest Index:
31025.87
Change:
29
%Change:
0%
SmartBeta Investment
FTSE TWSE Taiwan Dividend+ Index
Base Date:
2006.07.31
Launch Date:
2007.01.15
Base Index:
5,000
Newest Index:
16124.93
Change:
-5
%Change:
0%
SmartBeta Investment
TIP Taiwan Gender Equality Index
Base Date:
2024.12.27
Launch Date:
2024.12.30
Base Index:
5,000
Newest Index:
9059.6
Change:
25
%Change:
0%