UPAMC Global Innovative Tech Fund Units


The UPAMC Global Innovative Tech Fund seeks long-term capital appreciation and stable income and has delivered outstanding returns since its launch in 2016.

The fund’s investment strategy focuses on technology companies with global momentum and leadership positions in world markets. The Manager targets performance against leading comparable sector index ETFs as the most relevant benchmark to ensure competitiveness in the market.

The stock selection emphasizes fundamental research of overall global technology trends, including extensive company and factory visits across upstream and downstream tech supply chains.

Asset allocation is relatively concentrated across 30-40 holdings using a high conviction strategy to achieve higher returns. Diversification is emphasized in portfolio construction to manage risk, considering industry characteristics, correlations and volatility. Fund drawdowns and recovery appear better than industry peers.

The fund has relatively low material consideration for environmental and social consequences during investing and divesting decisions but higher for governance. It is also recommended that regular stress tests be conducted to confirm performance under different market environments.

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


House Awards: Information Technology Sector Equity
Taiwan – Best-In-Class


ISIN: TW000T0933A9
Inception Date: 05/03/2016
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ESG Score: 54.51
GC Score: 55.78
Near-Term Score(<=2°C): 50.55%
Business Involvement:
Alcohol Involvement: 0.00%, …

Investment Style Consistency: 5.00
Environmental Consequence: 0.83
Stewardship – Engagement: 2.78

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