Enhanced Index investing
Combine the benefits of active and passive equity investing
Key takeaways
Low-cost core market access
Explore enhanced index for cost-effective core equity exposure.
Systematic alpha potential
Quantitative investment approach targets consistent excess returns.
Experienced quants team
Over 20 years managing systematic investment strategies.
What is Enhanced Index investing?
Enhanced Index is a systematic investment approach blending the strengths of active and passive equity styles. Thanks to a quantitative investment process, Enhanced Index delivers the diversification and cost-efficiency of passive index funds, while aiming for active outperformance potential. Investors gain exposure to core markets such as global and US equities while targeting consistent returns with controlled risk.
What are the key benefits of Enhanced Index funds?
Core exposure
Core equity building blocks complement satellite strategies.
Target consistent returns
The funds aim to deliver incremental gains with potential to compound over time.
Cost-conscious
Competitive fees free up budget for complementary assets.
How does enhanced indexation work?
Each of our Enhanced Index strategies is based on an equity benchmark. Using a rules-based approach, we continuously evaluate every company in the index, with a focus on three key factors – Value, Quality and Momentum.
Beginning with index weights, stocks are adjusted by a multi-factor score. This quantitative process controls for sector, stock, and country concentration, as well as macro risks like artificial intelligence trends or inflation. Positions are updated as risk views evolve.
- Value: Is the stock attractively priced?
- Quality: Are the company's fundamentals strong?
- Momentum: Does the market favour the stock?
Why choose Aberdeen Investments for Enhanced Index?
Deep expertise
Over 20 years of quantitative investing and over a decade of Enhanced Index.
Disciplined process
Rules-based investments help minimise bias and aim to deliver consistent outcomes.
Innovative platform
Proprietary platform aims to boost returns and manage changing risks.
Funds in focus
We offer core Enhanced Index regional equity strategies. Explore our full range now.
Nick Millington
Head of Systematic Index Solutions
“Our Enhanced Index solutions follow systematic processes, clear rules, and data-driven decisions. This rigorous way of working helps to reduce bias and deliver consistency for our clients.”
Nick Millington
Head of Systematic Index Solutions
Hear more about Enhanced Index
Our systematic, rules-based Enhanced Index investment process targets consistent outcomes by mitigating the human biases involved in active investing. Watch our video to learn more about our disciplined approach.
Systematic investing: demystifying the science behind smarter portfolios
Quant investing harnesses data, technology and disciplined processes to deliver consistent, transparent and adaptable outcomes. Here's how we approach the science behind smarter portfolios.
Your top ten factor based enhanced index FAQs
What are factors? What’s an enhanced index fund? We address your questions.
Key document
Meet the team
Nick Millington
Head of Systematic Index Solutions
Anthony D'Silva
Senior Quantitative Investment Manager
James Fox
Quantitative Investment Director
Ross Olusanya
Quantitative Investment Director
Zhen Liu
Quantitative Investment DirectorEnhanced Index FAQs
Important information: The fund is a sub-fund of abrdn SICAV I, a Luxembourg-registered open-ended investment company with variable capital (organized as a société d’investissement à capital variable or SICAV) with UCITS status. abrdn SICAV I, being the responsible person of the fund, has appointed abrdn Asia Limited (‘abrdn Asia’) as its Singapore representative.
The information in this document should not be considered as an offer, or solicitation, to deal in any funds. The information is provided on a general basis for information purposes only, and is not to be relied on as investment, legal, tax or other advice as it does not take into account the investment objectives, financial situation or particular needs of any specific investor.
Investments in the fund are subject to investment risks, including the possible loss of the principal amount invested. Share values and income therefrom may fall or rise. Past performance is not necessarily indicative of future performance.
You should read the Singapore prospectus and the product highlights sheet before deciding whether to invest in shares of the fund. The Singapore prospectus is available and can be obtained from abrdn Asia or its website at https://www.aberdeeninvestments.com/en-sg/investor/ or any of its appointed distributors in Singapore. Advice should be sought from a financial adviser regarding the suitability of the fund before purchasing shares in the fund. In the event that you choose not to seek advice from a financial adviser, you should consider whether the fund is suitable for you.
The fund may use or invest in financial derivatives instruments. Please refer to the Singapore prospectus for more information. Dividend distributions are not guaranteed and may be subject to fluctuations. You should note that the fund may have a higher volatility due to their investment policies or portfolio management techniques.
abrdn SICAV I reserves the right to make any amendments to the information at any time, without notice.
This advertisement has not been reviewed by the Monetary Authority of Singapore.
abrdn Asia Limited, Registration Number 199105448E
Aberdeen Investments Global is a business name of the foregoing entities.