Global developed market small cap equities with value and profitability tilts. Active systematic factor-based strategy.
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Avantis Investors is the systematic investment arm of American Century Investments, a privately controlled US-based asset manager founded in 1958 that manages over US$200bn of assets. Avantis was launched in 2019 by a team of former Dimensional Fund Advisors investment professionals led by Eduardo Repetto, and applies a research-based approach that builds on decades of academic research into the drivers of expected returns.
The Avantis Global Small Cap Value UCITS ETF is an actively managed ETF that invests in small cap companies in developed markets that trade at low valuations and show high profitability. Rather than tracking an index, the portfolio is managed systematically using current market prices and company financials to assess expected returns, with daily portfolio management that balances the tilt towards value and profitability against diversification and trading costs. The ETF holds a broadly diversified portfolio of small cap stocks across developed markets.
Price Performance – Maximum Period
Investment-Time-Horizon in years
Avantis Global Small Cap Value UCITS ETF
This ETF represents systematic exposure to the global developed markets small cap equities, with value and profitability tilts.
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 represents systematic exposure to the global developed markets small cap equities, with value and profitability tilts.
The factor-based approach targets the small cap value premium more directly than a market cap weighted small cap index, while keeping the cost and transparency of an ETF.
The ETF is listed on multiple Europe exchanges in various currencies.
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