Global developed market small cap equities with value style bias. Active high diversified portfolio.
Data as of
Avantis Investors was founded in 2019 as a subsidiary under American Century Investments (ACI), a US-focused investment management firm managing over US$300bn of assets. Avantis was created to offer low-cost actively managed systematic solutions, and was setup and run by a veteran team previously from Dimensional Fund Advisors, thus having a similar investment philosophy that relies strongly on academically-supported financial science and consistent portfolio management.
The Avantis Global Small Cap Value UCITS ETF is an actively managed ETF seeking long-term capital appreciation through investing in developed countries small capitalisation companies with overweights in those believed to be trading at lower valuations (adjusted book/price ratio) and with higher profitability (adjusted cash from operations to book value ratio). The fund runs a systematic investment strategy that continuously analyse market and financial data to identifies stocks with the desired capitalisation, profitability, value, and past performance characteristics, to add it into the broadly diversified portfolio with the weighted based on the market capitalisation relative to that of other eligible stocks. The ETF can allocate max 100% in money market equivalents as a temporary defensive measure in event of exceptional market or economic conditions. The ETF has >1300 holdings.
Price Performance – Maximum Period
Investment-Time-Horizon in years
Avantis Global Small Cap Value UCITS ETF
This ETF representing active exposure to global developed markets equities small caps equities, with value factor filter.
SPDR MSCI World Small Cap UCITS ETF
Dimensional Funds PLC - World Equity Fund
The Dimensional World Equity Fund is our FAIRHORIZON Red reference benchmark solution that has primarily global developed equities for long-term global equity-like returns and volatility.
This ETF representing active exposure to global developed markets equities small caps equities, with value factor filter.
Avantis’ strong team of financial academic experts is responsible for the quantitative models that serve as the basis of all Avantis funds.
The fund runs a quantitative model that overweight in small value companies and underweight in large growth companies.
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