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A smart beta index following the US REIT sector. Based on Fama and French’s theory that small-caps yield higher returns in the long term, the index mostly holds a portfolio of small-cap REITs. However, in times of volatility, the index switches to a portfolio of large-cap REITs, with the purpose of minimizing volatility and drawdown during these periods. The index history goes back to 3/1/2011, and it is tracked by an index fund launched by IBI Investment House in January 2016.
A smart beta index tracking the residential real estate sector in the US and in developed Europe. The index components are real estate companies that focus on the residential sector in the US and in Europe. The index history goes back to 3/2/2012.
A strategy that aims to time the holding of a REITs or banks portfolio, based on the changes in the long-term interest rates. The strategy allows for shorts. Historical data goes back to 30/6/2008.
A smart beta index, which is the only index that enables to track the Israeli commercial real estate sector. The index is based on B-BRE’s proprietary databases, which enable to extract the market value of the local CRE activity of Israeli real estate companies (and exclude development and overseas activities). The index history goes back to 29/12/2011, and it is tracked by an index fund launched by IBI Investment House in December 2014.
A smart beta index that was developed for the Israeli market. It’s purpose is to enable investors to get exposure to a subset of the TA-125 index, with companies that have a higher dividend yield and are less volatile. The index history goes back to 29/12/2011, and it is tracked by an index fund launched by IBI Investment House in May 2017.