Part active, part passive

Understanding smart beta or factor investing.

Investors in passive funds are able to earn the return of the entire stock market. However, this isn’t the only way to look at listed equities. There are other ways to divide up and invest in the market that can deliver long-term outperformance.

The evidence that risk factors such as value, momentum and low volatility are well rewarded over time has been established by analysing decades of market returns. How should South African investors take advantage of what has been learnt?

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Are there any index funds holding the Chinese company JD.com?

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