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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, over the past 7 years 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 2007, the following Yuanta funds were awarded the following distinctions:

Yuanta Mainstream Fund:

Standard & Poor's Best Taiwan Mutual Fund Award 2007 (best equity fund in Taiwan – 5 year period)

Yuanta ITC as an exclusive agent for Mellon Global Bond Fund USD-A:

Standard & Poor's Best Global Bond Fund – 10 year period

Yuanta's OTC Fund:

2007 Best Fund Award (domestic OTC equity fund – 1 year period)

Yuanta's Mainstream Fund:
  2007 Outstanding Fund Award (domestic TWSE equity fund – 3 year period)
Yuanta's DuoFu Fund:
2007 Outstanding Fund Award (domestic TWSE equity fund – 3 year period)
Yuanta's Mainstream Fund:
2007 Outstanding Fund Award (domestic TWSE equity fund – 5 year period)

 

Year

2007

2008

2009

Capital

619,300,000
619,300,000
619,300,000

Total Assets

1,695,706,000
1,612,765,332
1,625,649,982

Gross Profit

1,412,794,000
1,216,805,914
1,089,219,467

Operating Profit

664,230,000

Net Income (after tax)

257,029,000
514,008,083
458,677,546

EPS (NT$/share)

4.150
8.300
7.410

Unit:NT Dollar

Business Locations
Taipei Headquarters
Address: 6F, No.225 Nanking E. Rd., Sec. 3, Taipei 104
Telephone: 886-2-2717-5555
Taichung Branch Office
Address: 10-1F, No.345 Chung Gang Rd., Sec. 1, Taichung 403
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: 6F, No.225 Nanking E. Rd., Sec. 3, Taipei 104
Telephone: 886-2-2717-5555
Website: http://www.yuantafunds.com



Copyright © Yuanta Financial Holding Co., Ltd 2007. All Rights Reserved.