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Lyxor launches smart beta ETF tracking high value stocks


Following the launch of the Lyxor exchange-traded fund range on SG Quality Income strategies, Lyxor is launching an ETF based on the SG Value Beta index.

The SG Value Smart Beta index, developed by Andrew Lapthorne and Georgios Oikonomou, global quantitative research strategists at SGCIB, aims to track the performance of the “brave value investor” by investing in the 200 cheapest stocks on a sector relative basis in global developed markets.
The SG Quality Income Index, developed in 2012, aims to track the performance of the “patient value investor” by buying sensible higher quality companies with an above market dividend yield. Historically it has generated steady outperformance with lower volatility than the overall market.
Lapthorne says: “By combining the Brave and Patient Smart Beta value index, we believe the investor can get the best of both worlds, with full exposure to the value premium and the ability to become increasingly brave or patient depending on their risk tolerance. Building a portfolio mixing such types of risk factor’s strategies is becoming increasingly popular as an alternative to diversifying in the traditional way, by asset class.”

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