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Yuanta Funds – Products and Services

The Best Asset Management Company and the Top Choice for Investment Funds

Industry Leadership

Yuanta Funds is committed to product innovation, cultivation of professional talent, and working hard to maintain its competitive advantage, as well as cooperating with the overseas expansion activities of Yuanta Financial Holdings and its affiliated companies. Yuanta Funds has NTD 356.8 billion in assets under management and a market share of 16%, making it the only company in the industry with a market share exceeding 10%, and has an industry-leading number of beneficiaries in excess of 350,000. (Source: Securities Investment Trust & Consulting Association of the R.O.C.; statistics arranged by Yuanta Funds and valid as of 2017/05/31. The asset scale figures above do not include discretionary or futures funds.)

Comprehensive Product Line

With a total of 118 individual fund offerings, including equity funds, bond funds, balanced funds, fund of funds, real estate securitization funds, asset securitization funds, ETFs, high-yield bond funds, and futures trust funds among others, Yuanta offers a truly extensive product line. In terms of new product design, the Company is committed to a spirit of innovation, driving it to a record of excellence and industry leadership.

Diverse ETF Products

Yuanta Funds launched Taiwan's first ETF, the Yuanta/P-shares Taiwan Top 50 ETF, and has continued to dominate the industry with a market share of nearly 70%. Yuanta's diverse range of ETF products includes weighted sector ETFs, leveraged/inverse ETFs, cross-border ETFs and futures ETFs, among others, offering a comprehensive selection of products to meet the needs of investors with varying investment profiles.

Considerate and Professional Service

Yuanta Funds is working to develop innovative digital services, and has introduced “Yes! Fund Money Manager”, which provides a periodic deduction mechanism, selectable equity funds, index funds, bond funds, and other types of funds to serve as allocation deductions; for all of these services, we allow the customer to choose the deduction date and set the stop loss/profit, to meet the needs of different types of investors, and provide customized individual investment portfolios, making investing even easier.