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Yuanta Securities Investment Trust

 

Yuanta Securities Investment Trust Company (Yuanta Funds) has the strongest and best internationally associated team of any local investment trust company. Using Yuanta’s research team allows investors to create a more diversified and exceptional portfolio. Over the years, both domestic and overseas funds managed by Yuanta Funds have consistently posted strong results. In fact, Yuanta Funds has consistently won major awards in the equities, balanced and foreign currency fund categories, as well as awards such as “Best Business” and “Best Fund Manager”.

Currently, Yuanta Funds offers a wide variety of funds including those of active management, passive management, as well as futures/trusts. It is very rare for a large-scale domestic company to offer such a diverse mixture of funds to meet the wide range of demand from investors. As for customer services, investors can access a variety of financial services as well as additional electronic trading services through the Fund Education Center, allowing investors to trade more efficiently. 

 

Yuanta: Record of Rewards in the Past Two Years

Year Awarded Award Recipient Award Name Issuer of Award
2012 Yuanta Funds 2011 Asian Investment Magazine’s “Best Asset Management Company in Taiwan” Award. Asian Investor
2012 Yuanta Funds 2011 Asia Asset Management Magazine’s “Best ETF Management Company in Taiwan” Award Asia Asset Management
2011 Yuanta Funds 2010 Asian Investor Magazine’s “Best ETF Management Company in Asia” Award Asian Investor
2011 Yuanta Funds 2010 Asia Asset Management Magazine’s “Best ETF Management Company in Taiwan” Award Asia Asset Management
2011 President & CEO -Tsung-Sheng Liu 2010 Asia Asset Management magazine "Taiwan’s Best Chief Executive" Award Asia Asset Management
2011 Yuanta International Trade Fund 14th Outstanding Fund Diamond Award for “Decade’s Domestic Stock-General Class of Shares” Diamond Award
2011 Global Emerging Market Fund 14th Outstanding Fund Diamond Award for “Three Years of Foreign Portfolio-Overseas Equity Fund of Funds” Diamond Award

 

Year

2010

2011

2012

Capital

1,600,000,000
1,600,000,000
2,269,234,630

Total Assets

3,058,486,767
3,492,427,110
5,292,777,994

Gross Profit

1,144,339,357
984,013,512
1,534,798,646

Operating Profit

Net Income (after tax)

415,200,982
887,361,382
563,167,141

EPS (NT$/share)

3.230
5.550
2.480

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
Hsiinchu Branch Office
Address: 5F-1, No. 8, Ziqiang S. Rd, Hsinchu, 302, Taiwan
Telephone: 886-3-658-9007
Taichung Branch Office
Address: 5F., No.46-4, Sec. 2, Chongde Rd.,
Beitun Dist., Taichung City 406, Taiwan
Telephone: 886-4-2232-7878
Kaohsiung Branch Office
Address: 4-2F, No.3 Si Wei 4th Rd., Kaohsiung 802, Taiwan
Telephone: 886-7-338-4588
Fund Education Center
Address: No. 89-3, Mingquan Road, Taichung, 403, Taiwan
Telephone: 886-4-2225-7389
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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