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 8264.70 35.43 0.43%
SmartBeta Investment TIP Customized Investor Movement Aristocrats 30 Index 2021.05.14 2021.05.17 5,000 13208.77 158.63 1.22%
SmartBeta Investment TIP Customized Multi-factor Smart Beta Index 2020.08.07 2020.08.10 5,000 13073.74 88.86 0.68%
SmartBeta Investment TIP Taiwan Market CSR Small/Mid-Cap Index 2020.06.19 2020.06.22 5,000 13005.45 6.67 0.05%
SmartBeta Investment TIP Smart Multi-factor 30 Index 2019.10.31 2019.11.01 5,000 7374.05 -41.1 -0.55%
SmartBeta Investment TIP Smart Multi-factor 30 Total Return Index 2019.10.31 2019.11.01 5,000 10084.08 -56.2 -0.55%
SmartBeta Investment TIP TAIEX+ Customized High Dividend Minimum Variance Index 2017.06.30 2017.07.03 5,000 10175.52 -27.61 -0.27%
SmartBeta Investment TIP TAIEX+ Dividend Appreciation 150 Total Return Index 2016.07.08 2016.07.25 5,000 21168.83 216.46 1.03%
SmartBeta Investment TIP TAIEX+ Dividend Appreciation 150 Index 2016.07.08 2016.07.11 5,000 13787.20 140.98 1.03%
SmartBeta Investment TWSE RAFI® Taiwan High Compensation 100 Index 2014.08.11 2014.08.25 5,000 15461.23 90.92 0.59%

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:
8264.70
Change:
35.43
%Change:
0.43%
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:
13208.77
Change:
158.63
%Change:
1.22%
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:
13073.74
Change:
88.86
%Change:
0.68%
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:
13005.45
Change:
6.67
%Change:
0.05%
SmartBeta Investment
TIP Smart Multi-factor 30 Index
Base Date:
2019.10.31
Launch Date:
2019.11.01
Base Index:
5,000
Newest Index:
7374.05
Change:
-41.1
%Change:
-0.55%
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:
10084.08
Change:
-56.2
%Change:
-0.55%
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:
10175.52
Change:
-27.61
%Change:
-0.27%
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:
21168.83
Change:
216.46
%Change:
1.03%
SmartBeta Investment
TIP TAIEX+ Dividend Appreciation 150 Index
Base Date:
2016.07.08
Launch Date:
2016.07.11
Base Index:
5,000
Newest Index:
13787.20
Change:
140.98
%Change:
1.03%
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:
15461.23
Change:
90.92
%Change:
0.59%