Factor Insight

Smart-beta mutual funds vs smart-beta ETFs

How similar-sounding strategies can deliver different outcomes

Smart-beta mutual funds vs smart-beta ETFs

Over the past few years, 'smart beta' has become one of the most talked-about innovations in investment management. It promises the best of both worlds - the discipline of passive investing and the targeted performance of active strategies. And for good reason - investors increasingly realise that while traditional active funds struggle with consistency, pure passive funds don't always optimise for performance.

This story is not available as it is from the Mutual Fund Insight May 2025 issue

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