Yuanta India Fund Units


The Yuanta India Fund is a single-country Indian equity strategy that targets capital appreciation and has been a consistent performer since its launch in 2009.

The team has an in-depth understanding of the fundamentals of the investment targets and has considered their impact on the social environment and their degree of corporate governance. The strategy has outperformed the Indian Mumbai Index while focusing on stability. The portfolio is diversified across 45-59 stocks with the heaviest weighted sectors, information technology, followed by finance and consumer goods. It is relatively actively traded with over 80% turnover in the past three years.

The investment focuses on opportunities for India's growing urbanization trend and the country's new industrialization. It has a well-established investment process that combines active fundamental research for stock selection with quantitative models to construct investment portfolios to achieve superior risk-adjusted returns.

The overall portfolio liquidity has not been fully considered, and analysts are slightly stretched. Still, in the face of the 2020 COVID-19 test, they can quickly adjust their shareholding strategies and reverse negative returns, showing that managers have a certain degree of flexibility in the end.

While the firm is a signatory to one or more governance principles, there is no clear governance policy or engagement structure around ESG. The manager intends to implement the next twelve months. We also feel the fund could increase disclosure on its investment methodology and governance to increase overall investor confidence.

The fund returned more than 301 basis points above the benchmark on a 5Y, 7Y, and 10Y basis.

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


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


ISIN: TW000T0557Y6
Inception Date: 10/27/2009
AUM: –
Manager Name: Che Ming Chang
Total Expense Ratio: –
3-Yr Return: –
3-Yr Max Drawdown: –


ESG Score: 57.21
GC Score: 57.21
Near-Term Score(<=2°C): 35.76%
Business Involvement:
Alcohol Involvement: 0.00%, …

Investment Style Consistency: 5.00
Environmental Consequence: 5.00
Stewardship – Engagement: 2.78

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