About this index

The Elston Smart-Beta UK Dividend Index is a UK Equity Income index administered by Elston Indices.

This Index is:
1. Income focused: The index is dividend weighted, rather than market cap weighted or yield-ranked.
2. Forward looking: The index uses forecast dividend growth, rather than past dividend performance, so keeps up with changing outlook.
3. Systematic rules-based approach: The index is objective and data led when it comes to selecting companies with dividend potential.

Accessing this index

​Indices are for benchmarking purposes.  You cannot invest in an index.
Visit Valu-Trac Investment Management's website to learn more about funds linked to this index.

Index Information

​Elston Smart-Beta UK Dividend Index [ELSUKI Index]

Index Objectives:
The index uses consensus forecast gross cash dividends for each constituent company, in relation to the total for the index, to determine the size of each holding.  The index is therefore dividend weighted and rebalanced monthly to reflect changing consensus estimates. The index is a Net Total Return index. [ELSUKI Index].
Format: Non-significant Benchmark Index
​Data Contributors: Smart-Beta Investments Limited
Methodology Owner: Elston
Benchmark Index Administrator: Elston

Fund Information

VT Munro Smart-Beta UK Fund
ISIN: GB00B1Z8LM43
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Overview

FACTSHEET

FUND INFORMATION

Responding to the inflation challenge:
1. Inflation is on the rise
2. Equities provide medium- to long-term protection
3. A value/income bias fares well in inflationary environments

Watch the Webinar: UK Equity Income - Value investing makes a comeback (30min)

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