Capital High Tech Fund


The Capital High Tech Fund seeks long-term capital growth through investments in Taiwanese-listed, high-tech electronics companies and has been a consistent performer for over two decades.

As a seasoned investor in Taiwan technology, the Manager has established a thorough and repeatable investment process and has accrued considerable sector expertise. The approach emphasizes rigorous research, including industry and company visits and analysis and associated upstream and downstream industries. A structured approach to stock selection with Investment Committee review and approved investments list

According to cited examples, the Manager has a disciplined approach to managing excessive volatility and liquidity in the core holding Taiwan large-cap, semiconductor stocks. This approach involves divesting when specific equities move past fundamental valuation targets and reinvesting in laggards. It is designed to manage risks and volatility even if there is a trade-off in absolute performance.

The team claims to consider 80-100% of ESG factors within its investment decisions, and further assessment is required.

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

House Awards: Information Technology Sector Equity
Taiwan – Outstanding Achiever


ISIN: TW000T1614Y4
Inception Date: 06/05/1999
AUM: –
Manager Name: Wan Chun Shen
Total Expense Ratio: –
3-Yr Return: –
3-Yr Max Drawdown: –

ESG Score: 58.02
GC Score: 60.75
Near-Term Score(<=2°C): 58.30%
Business Involvement:
Alcohol Involvement: 0.00%, …

Investment Style Consistency: 5.00
Environmental Consequence: 5.00
Stewardship – Engagement: 4.44

Contact Details:

Company Website:

Name: Sandy Chang

Title: Vice president

Contact Number: +886-2-2706-7688 ext 505

Email Address:

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