If you’ve started investing in the stock market, you would have come across broad market, cap weighted exchange traded funds or ETFs. In this episode we’re discussing Smart Beta and Factor ETFs and how they offer benefits of actively managed funds without the hefty management fee structure.
Today my guest is John Caulfield from Van Eck Australia and he explains factor investing, Smart Beta ETFs and how they can be used in a balanced portfolio. We discuss the Australian equal weight ETF and ETFs that give exposure to high-quality companies and the growth of China.
Listen from the player below or:
Apple https://www.medicalmoney.com/apple
Google www.medicalmoney.com/google
Spotify www.medicalmoney.com/spotify
Disclaimer: This post/ podcast is not financial advice and all opinions expressed by podcast participants are solely their own. Please seek professional advice before making any financial or investment decision. The page may contain affiliate links. See the disclaimer for more info.
Show Notes:
Topics covered:
- What is Smart Beta & Factor Investing?
- Academic Factors- quality, small size, value, momentum, low volatility, yield
- Factor performance during the Corona correction
- Equity Factor ETFs – the intersection of traditional active and passive
- MVW- Australian Equal Weight
- QUAL- MSCI World ex-Australia Quality
- CETF- FTSE China A50
- CNEW – China New Economy
- MOAT- Morningstar Wide Moat
- Portfolio exposure to Smart Beta
Today’s Guest
John Caulfield
Van Eck- Australia
https://www.linkedin.com/in/john-caulfield-51072bb/
Smart Beta White Paper
