Smart Beta ETFs

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What is smart beta?

Smart beta is the next evolution of investing.

Smart beta is the term given to ETFs (Exchange Traded Funds) which track an index that differs from the traditional market capitalisation approach of selecting shares, bonds or other assets. That is, smart beta ETFs take a “smarter” and more considered approach to what goes into the fund other than just the size of the company.

Smart beta combines the best of active and passive investing: having the potential for better investment outcomes while being rules-based, transparent and cost efficient.

1 in 2

financial professionals plan to increase their smart beta allocation in 2021

Strong Performance

is the number 1 motivation for using smart beta

99%

are satisfied with
smart beta

Source: 2020 VanEck Australian smart beta survey, which captured the opinions of more than 500 Australian financial advisers and brokers. This is the largest survey of its kind worldwide.

Popular smart beta strategies

Equal weighting

The same weight or value is given to each holding. This can alleviate concentration risk.

Factor / multifactor based

Allows investors to capture many of the time-tested drivers of return present in actively managed portfolios, like Quality, Value and Momentum.

Capping

A maximum weighting is applied to holdings. This helps ensure one or a small number of holdings don’t dominate the fund.

Fundamentally weighted

Focus is on revenue, dividend yields, earnings, or other fundamental factors. These are often also used by actively managed funds.

Explore some of our smart beta ETFs

Australian broad based

MVW | Australian Equal Weight ETF

Smart beta strategy: Equal weighting

A core Australian equity portfolio that equally weights the largest and most liquid Australian companies.

Australian equity income

DVDY | Australian Moat Income ETF

Smart beta strategy: Morningstar's Moat inclusion and Distance to Default, high yield

Focuses on high dividend quality companies based on Morningstar’s Economic Moat™ rating.

Australian small caps

MVS | Small Companies Masters ETF

Smart beta strategy: Dividend paying

Focuses on Australian small-cap stocks that pay dividends.

Australian sector

MVA | Australian Property ETF

Smart beta strategy: Capping

Exposure to A-REITs with each holding capped at 10% to reduce concentration.

MVB | Australian Banks ETF

Smart beta strategy: Capping

Australian banks portfolio with each holding capped at 20%.

MVR | Australian Resources ETF

Smart beta strategy: Capping

Access Australia’s resource sector with each holding capped at 8% to reduce concentration.

Sustainable investing

GRNV | MSCI Australian Sustainable Equity ETF

Smart beta strategy: ESG screens

Sustainable Australian companies selected on the basis of in-depth analysis by world leading research firm MSCI.

ESGI | MSCI International Sustainable Equity ETF

Smart beta strategy: ESG screens

Sustainable international companies selected on the basis of in-depth analysis by world leading research firm MSCI.

International

CNEW | China New Economy ETF

Smart beta strategy: GARP

Focus on 120 of China’s ‘New Economy’ A-shares based on Growthat a Reasonable Price (GARP) targeting Technology, Health Care, Consumer Staples and Consumer Discretionary.

EMKT | MSCI Multifactor Emerging Markets Equity ETF

Smart beta strategy: Multifactor

A diversified portfolio of emerging market equities included on the basis of Value, Low Size, Momentum and Quality.

GOAT | Global Wide Moat ETF

Smart beta strategy: Morningstar's Moat inclusion

Focuses on quality International companies with sustainable competitive advantages based on Morningstar’s Economic Moat™ rating.

MOAT | Wide Moat ETF

Smart beta strategy: Morningstar's Moat inclusion

High conviction US wide moat equity strategy based on Morningstar’s Economic Moat rating.

QUAL | MSCI World ex Australia Quality ETF

Smart beta strategy: Factor based

The 300 highest Quality companies based on MSCI’s Quality scores for: high return on equity; stable annual earnings growth; and low financial leverage.

Global sector

HLTH | Global Healthcare Leaders ETF

Smart beta strategy: GARP

A portfolio of global healthcare leaders comprising the most fundamentally strong companies.

Fixed income

PLUS | Corporate Bond Plus ETF

Smart beta strategy: High yielding

Diversified portfolio of predominantly investment grade AUD corporate bonds offering enhanced yield.

Thematic

ESPO | Video Gaming and eSports ETF

Smart beta strategy: Capping

Access high exposures to pure-play video gaming and esport companies driving transformation in the industry.