01 Jul 2021
Wayne Dennehy, Head of Systematic Strategies and Structuring at Momentum Investments, discusses their Smart Beta offerings
By Staff Writer
Smart beta equity funds look very active in terms of their returns relative to the market but are not actively managed funds in the commonly understood sense. Market cap-weighted index funds such as the Momentum Capped SWIX Index Fund hold shares that matches the relative size of each share in the market.