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Four actively managed equity ETFs from the new issuer Swiss & Global Asset Management have been tradable in the active ETF segment on Xetra® since Friday for the first time.
“We welcome Swiss & Global Asset Management as one of the first issuers in the active ETF segment, which offers investors access to actively managed ETFs on Xetra, and are delighted with the primary listing on Europe's leading platform for exchange-traded index funds,” said Rainer Riess, Managing Director of Xetra Market Development at Deutsche Börse.
“The aim of our active strategy is to avoid and at the same time exploit the typical human errors in the investment process,” said Stefan Fröhlich, lead fund manager of the Julius Bär Smart Equity ETFs at Swiss & Global. “In addition, every position is also subject to a qualitative check before it is included in the portfolio. For the first time, we are now able to offer investors access to our expertise in the form of an ETF structure.”
The new Julius Bär Smart Equity ETFs enable investors to participate in actively managed portfolios where the investment objective focuses on generating a yield in excess of the respective benchmark. Stocks are selected based on a systematically developed trend- and value-strategy approach and are then subjected to qualitative examination. The trend strategy uses technical indicators in order to identify price anomalies that are attributable to typical patterns of investor behaviour. The value strategy identifies price anomalies that emerge from valuation criteria for a particular share.
