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 Taiwan Green Energy and Electric Vehicles Index 2021.06.29 2021.06.30 5,000 7378.50 35.68 0.49%
SmartBeta Investment TIP Customized Investor Movement Aristocrats 30 Index 2021.05.14 2021.05.17 5,000 11324.21 86.49 0.77%
SmartBeta Investment TIP Customized Multi-factor Smart Beta Index 2020.08.07 2020.08.10 5,000 11558.62 100.55 0.88%
SmartBeta Investment TIP Taiwan Market CSR Small/Mid-Cap Index 2020.06.19 2020.06.22 5,000 11289.00 80.33 0.72%
SmartBeta Investment TIP Smart Multi-factor 30 Index 2019.10.31 2019.11.01 5,000 7214.84 -28.96 -0.4%
SmartBeta Investment TIP Smart Multi-factor 30 Total Return Index 2019.10.31 2019.11.01 5,000 9864.98 -39.59 -0.4%
SmartBeta Investment TIP TAIEX+ Customized High Dividend Minimum Variance Index 2017.06.30 2017.07.03 5,000 9781.50 -2.73 -0.03%
SmartBeta Investment TIP TAIEX+ Dividend Appreciation 150 Total Return Index 2016.07.08 2016.07.25 5,000 18233.52 99.84 0.55%
SmartBeta Investment TIP TAIEX+ Dividend Appreciation 150 Index 2016.07.08 2016.07.11 5,000 11892.57 65.12 0.55%
SmartBeta Investment TWSE RAFI® Taiwan High Compensation 100 Index 2014.08.11 2014.08.25 5,000 13652.31 89.01 0.66%

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 Taiwan Green Energy and Electric Vehicles Index
Base Date:
2021.06.29
Launch Date:
2021.06.30
Base Index:
5,000
Newest Index:
7378.50
Change:
35.68
%Change:
0.49%
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:
11324.21
Change:
86.49
%Change:
0.77%
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:
11558.62
Change:
100.55
%Change:
0.88%
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:
11289.00
Change:
80.33
%Change:
0.72%
SmartBeta Investment
TIP Smart Multi-factor 30 Index
Base Date:
2019.10.31
Launch Date:
2019.11.01
Base Index:
5,000
Newest Index:
7214.84
Change:
-28.96
%Change:
-0.4%
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:
9864.98
Change:
-39.59
%Change:
-0.4%
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:
9781.50
Change:
-2.73
%Change:
-0.03%
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:
18233.52
Change:
99.84
%Change:
0.55%
SmartBeta Investment
TIP TAIEX+ Dividend Appreciation 150 Index
Base Date:
2016.07.08
Launch Date:
2016.07.11
Base Index:
5,000
Newest Index:
11892.57
Change:
65.12
%Change:
0.55%
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:
13652.31
Change:
89.01
%Change:
0.66%