Fubon Aggressive Growth Fund Units


The Fubon Aggressive Growth Fund is a small and mid-cap dedicated Taiwanese fund and has delivered consistent outperformance since its launch five years ago.

The Fund benefits from considerable investment resources as part of Fubon Bank and follows a fundamental, high-conviction investment style with a relatively concentrated portfolio averaging just 30-44 securities. The team's focus is towards technology spread across sectors, including logistics, leisure, energy, telecommunications, optics, and biotech—relatively active trading of 81% of stocks in the past three years.

According to cited example, the team always seeks to learn from past negative price moves, whether due to sentiment or judgment errors. For an aggressive fund, the most significant drawdown was only 10-15%, and the recovery was relatively quick in 7-12 weeks.

We like that ESG is rated a priority and considered in 80-100% of investment decisions, in line with Taiwan's industry-wide embrace in recent years.

The Fund has carried out comprehensive stress-tests on risk and liquidity and is generally recognized to have an open and transparent governance approach.

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

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


ISIN: TW000T1011Y3
Inception Date: 02/04/1998
AUM: –
Manager Name: –
Total Expense Ratio: –
3-Yr Return: –
3-Yr Max Drawdown: –

ESG Score: 58.72
GC Score: 61.55
Near-Term Score(<=2°C): 72.11%
Business Involvement:
Alcohol Involvement: 0.00%, …

Investment Style Consistency: 5.00
Environmental Consequence: 5.00
Stewardship – Engagement: 3.33

Contact Details:

Company Website: https://www.fubon.com/asset-management/index

Name: Customer Service

Title: –

Contact Number: 0800-070-388

Email Address: –

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