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Yuanta Securities Investment Trust

 

Yuanta Securities Investment Trust Company (Yuanta ITC) has the strongest research team and largest international team of any local investment trust company with the ability to meet the diverse needs of investors.

Over the years, both domestic and overseas funds managed by Yuanta ITC have posted consistently strong results. In fact, Yuanta ITC has consecutively won major awards in the equities, balanced and foreign currency fund categories, as well as best business and best fund managers awards. 

In 2011 and 2010, Yuanta funds were awarded the following distinctions:

Yuanta International Trade Fund:

2011 Outstanding Fund Award - 10 year period

Yuanta Duo Fu Fund:

2010 Outstanding Fund Award - 5 year period

Yuanta Win-Win Fund:

2010 Outstanding Fund Award –(Balanced fund- 5 year period)

Yuanta Asia Pacific Growth Fund:

2010 Outstanding Fund Award –(Asia Pacific including Japan 3- year period)

Yuanta Duo Fu Fund:
  2010 Lipper Fund Award - (TWSE equity fund – 5 year period)
Yuanta Win-Win Fund:
2010 Lipper Fund Award - (balanced fund – 5 year period)

 

Year

2008

2009

2010

Capital

619,300,000
619,300,000
1,600,000,000

Total Assets

1,612,765,332
1,625,649,982
3,058,486,767

Gross Profit

1,216,805,914
1,089,219,467
1,144,339,357

Operating Profit

Net Income (after tax)

514,008,083
458,677,546
415,200,982

EPS (NT$/share)

8.300
7.410
3.230

Unit:NT Dollar

Business Locations
Taipei Headquarters
Address: 2F.-1, No.68, Sec.1, Dun Hua S.Rd., Taipei, 105 Taiwan
Telephone: 886-2-2717-5555
Taichung Branch Office
Address: 5F., No.46-4, Sec. 2, Chongde Rd., Beitun Dist., Taichung City 406, Taiwan
Telephone: 886-4-2328-0065
Kaohsiung Branch Office
Address: 4-2F, No.3 Si Wei 4th Rd., Kaohsiung 806
Telephone: 886-7-338-4588
Contact Information

Address: 2F.-1, No.68, Sec.1, Dun Hua S.Rd., Taipei, 105 Taiwan
Telephone: 886-2-2717-5555
Website: http://www.yuantafunds.com



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