It has been quite sometimes I never update the performance of my “STE Smart Beta “ since last one in Aug 2017 ( here ). You may also want to know what is “ Smart Beta “ ( here) , for those who are not so familiar with this investment / financial " jargon".
Here is the latest update :
In last year, STE Smart Beta outperformed the market (STI ) by 5.7% as the composition including some of star performance like banks ( DBS/UOB/OCBC) and two Oil& Gas counters although SPH and StarHub lagged behind.
After the portfolio re-balancing since Aug 2017 , STE Smart Beta was under-performed by almost -6% as the new composition doesn’t have counters from banking sectors and Oil&Gas which could fit into our criteria. Besides, REITs and Business Trust ( HPH) were also not performing well due to increasing interest rate which may
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