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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 568.2 billion in total assets under management and a market share of over 13%, making it the only funds company with over 10% market share in Taiwan. The total number of beneficiaries exceeds 700,000, the most in the market. (Source: Securities Investment Trust & Consulting Association of the R.O.C.; statistics compiled by Yuanta Funds on 2/29/2020. The above asset scale does not include discretionary trusts and futures funds.)

Complete and Rich Product Line

At present, 99 funds are issued, including domestic and overseas equity, bond, balanced, real estate securitization, asset securitization, index, index stock, high-yield bond, futures trust, private equity, discretionary trust investment, etc. The product line is fairly complete.

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.