Yuanta/P-shares Taiwan Dividend Plus ETF


The Yuanta P-shares Taiwan Dividend Plus ETF is awarded Best-In-Class Taiwanese ETF for its fast-growing and strongly performing, dividend-focused ETF.

This ETF addresses a growing demand for income from investors and is based on the FTSE Taiwan TWSE Dividend + Index jointly developed by the Taiwan Stock Exchange and FTSE Russell Group. The FTSE TWSE Taiwan Dividend+ Index selects the top 30 stocks by one-year forecast dividend yield with weightings determined by dividend yield rather than capitalization.

It is claimed that companies must have paid a dividend the previous financial year to be eligible and are to be divested if they skip a dividend cycle. Annual review and alterations to Index are every six months, with maximum changes limited to five additions or deletions.

The ETF ensures physical replication of the underlying equity and has achieved solid tracking with an R^2 value of over 85%. Liquidity has been better than peers, and deviation of discounts and premium has been relatively small with a spread of less than 0.25%. The interest continues to expand in line with increasing assets under management, up over 600% in the past three years to 63.8bn TWD.

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


House Awards: High Dividend ETF
Taiwan – Best-In-Class


ISIN: TW0000056001
Inception Date: 12/13/2007
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Manager Name: Wei Chih Chen
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ESG Score: 57.38
GC Score: 61.34
Near-Term Score(<=2°C): 55.58%
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Alcohol Involvement: 0.00%, …

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