Yuanta CSI 300 Fund Units

BENCHMARK AWARD-REVIEW:

Best-In-Class in the Taiwan Chinese Equity ETF category is awarded to the Yuanta Daily CSI 300 Bull 2X ETF.

The instrument tracks the CSI 300 index with 2x leverage, the most representative index in China covering both Shanghai and Shenzhen markets.

With an R-Square greater than 85%, the Yuanta Daily CSI 300 Bull 2x ETF has robust tracking, while trading is cost-effective with a small bid-offer spread of less than 0.25% and daily solid trading turnover. The daily transaction amount of the ETF reaches more than 25% of the overall ETF transaction value, underling the dependable liquidity.

There is an experienced investment team managing the ETFs, and the tenure of the chief portfolio manager is ten years or more.

We did notice the ETF's asset under management (AUM) has decreased by 21-25% in the past three years.

This ETF has been reviewed by four industry veterans of the Benchmark judging committee.

 

House Awards: China Equity
Taiwan – Best-In-Class

KEY FACTS

ISIN: TW00000637L7
Inception Date: 05/06/2015
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Manager Name: Chung Chuan Chen
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