Yuanta China Umbrella Securities Investment Trust Fund-China Balance Fund Units


The Yuanta China Balance Fund seeks stable income and long-term capital appreciation by investing in equities, bonds, and related instruments in China.

The fund’s strategy emphasizes a distinctive and versatile approach to stock selection. At the same time, growth is the primary focus. The Manager detailed the ability to move beyond traditional technology hardware companies to engage emerging technology such as electric vehicles, green energy, and new medicine while maintaining a consistent approach to evaluating fundamentals, management, and industry competitiveness. According to cited examples, the fund’s diversification into emerging technology contributed to outperformance.

ESG is not currently considered in the investment approach, although the Manager plans to do so in the next twelve months. It is also recommended that a stress test be conducted to confirm Fund performance in different environments.

The fund has delivered strong performance with net returns of more than 301 points above the benchmark on a 1Y, 5Y, and 7Y period.

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


House Awards: Balanced Mixed Asset
Taiwan – Outstanding Achiever


ISIN: TW000T0591Y5
Inception Date: 04/25/2012
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ESG Score: 52.85
GC Score: 52.48
Near-Term Score(<=2°C): 43.08%
Business Involvement:
Alcohol Involvement: 3.57%, …

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

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