Capital SZSE SME Price Index Exchange Traded Fund

BENCHMARK AWARD-REVIEW:

Outstanding achiever in the Taiwan Chinese A-Shares ETF category is awarded to the Capital SZSE SME Price Index Exchange Traded Fund, which offers investors alternative Chinese A-share market choice with this exposure to the Shenzhen SME Board Index.

The instrument tracks the Shenzhen SME Board Index (Note Index has now been merged)

which is one of the three boards of the Shenzhen Stock Exchange. Initially established in 2004 to serve companies with stable and profitable manufacturing businesses, it comprises the 100 most prominent and most liquid companies on the SME Board market. Today the most significant proportion of constituents are technology-related stocks, followed by consumer staples and discretionary.

The Fund trades on stock-based physical replication of the SME Board and has an excellent track record with a tracking error of just 3.87% over the last three years, comparing well to other A-Share tracking ETFs.

This ETF has been reviewed by four industry veterans of the Benchmark judging committee.

House Awards: China A Shares ETF
Taiwan – Outstanding Achiever

KEY FACTS

ISIN: TW0000064302
Inception Date: 11/12/2015
AUM: –
Manager Name: Ching Hui Chang
Total Expense Ratio: –
3-Yr Return: –
3-Yr Max Drawdown: –


ESG Score: 50.09
GC Score: 51.03
Near-Term Score(<=2°C): 100.00%
Business Involvement:
Alcohol Involvement: 5.17%, …

Investment Style Consistency: –
Environmental Consequence: –
Stewardship – Engagement: –

Contact Details:

Company Website: https://www.capitalfund.com.tw/web/tw/

Name: Sandy Chang

Title: Vice president

Contact Number: +886-2-2706-7688 ext 505

Email Address: sandy@mail.citfund.com.tw

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