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 7273.67 -97.72 -1.33%
SmartBeta Investment TIP Customized Multi-factor Smart Beta Index 2020.08.07 2020.08.10 5,000 8484.22 -115.55 -1.34%
SmartBeta Investment TIP Taiwan Market CSR Small/Mid-Cap Index 2020.06.19 2020.06.22 5,000 11503.48 -53.35 -0.46%
SmartBeta Investment TIP Customized Value Growth Total Return Index 2020.02.14 2020.02.17 5,000 12700.24 -59.07 -0.46%
SmartBeta Investment TIP Smart Multi-factor 30 Index 2019.10.31 2019.11.01 5,000 7797.88 -19.26 -0.25%
SmartBeta Investment TIP Smart Multi-factor 30 Total Return Index 2019.10.31 2019.11.01 5,000 10092.96 -24.93 -0.25%
SmartBeta Investment Taiwan Labor Rights Index 2019.05.24 2019.05.27 5,000 9226.76 -126.91 -1.36%
SmartBeta Investment TIP Value Investing 30 Index 2017.11.30 2017.12.01 5,000 8040.83 -41.26 -0.51%
SmartBeta Investment TIP TAIEX+ Customized High Dividend Minimum Variance Index 2017.06.30 2017.07.03 5,000 10351.61 -20.88 -0.2%
SmartBeta Investment TIP TAIEX+ Dividend Appreciation 150 Total Return Index 2016.07.08 2016.07.25 5,000 14214.50 -149.38 -1.04%

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:
7273.67
Change:
-97.72
%Change:
-1.33%
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:
8484.22
Change:
-115.55
%Change:
-1.34%
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:
11503.48
Change:
-53.35
%Change:
-0.46%
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:
12700.24
Change:
-59.07
%Change:
-0.46%
SmartBeta Investment
TIP Smart Multi-factor 30 Index
Base Date:
2019.10.31
Launch Date:
2019.11.01
Base Index:
5,000
Newest Index:
7797.88
Change:
-19.26
%Change:
-0.25%
SmartBeta Investment
TIP Smart Multi-factor 30 Total Return Index
Base Date:
2019.10.31
Launch Date:
2019.11.01
Base Index:
5,000
Newest Index:
10092.96
Change:
-24.93
%Change:
-0.25%
SmartBeta Investment
Taiwan Labor Rights Index
Base Date:
2019.05.24
Launch Date:
2019.05.27
Base Index:
5,000
Newest Index:
9226.76
Change:
-126.91
%Change:
-1.36%
SmartBeta Investment
TIP Value Investing 30 Index
Base Date:
2017.11.30
Launch Date:
2017.12.01
Base Index:
5,000
Newest Index:
8040.83
Change:
-41.26
%Change:
-0.51%
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:
10351.61
Change:
-20.88
%Change:
-0.2%
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:
14214.50
Change:
-149.38
%Change:
-1.04%