First published 17 April 2026 for Mancell Financial Group.
In this episode of “What’s the Risk” we take a look at the Fama French Australia Value Research Index. It is a research index from the Fama French model that tracks the performance of stocks with low price-to-book ratios.
This index has data going back to 1975, so it’s a valuable data set to measure the performance of value stocks in Australia against indices like the ASX 300.
While our benchmark comparison is the ASX 300 for this video, we also take a look at Fama/French Australia Value against the Dimensional Australian Value Trust – Active ETF (net of fees) or the DAVA ETF, as Dimensional have spent considerable time using Fama & French’s research, and this was a viewer request from someone who wanted to know more about value returns in Australia.
This represents general information only. Before making any financial or investment decisions, you should consult a financial adviser to take into account your personal investment objectives, financial situation and individual needs. Anyone looking to build a portfolio should seek financial advice to find out which strategy is right for them, if you are seeking financial advice then you should consider one of Australia’s best financial advisors who may be able to help you identify your goals and put in place a reliable strategy to pursue them.
