Fuh-Hwa Global Balance Fund Units


The Fuh Hwa Global Balanced Fund invests mainly in global equities seeking long-term appreciation and stable income and has a consistent outperformance record.

The Manager has a disciplined process to obtain excess returns by prioritizing risk control through adequate diversification. The portfolio has between 60-74 securities that are geographically diversified and also between equities and investment-grade bonds.

The fund's investment theme has a technology bias focusing on US software, 5G, and companies related to the “"Internet of things."" To support this, the investment team is recruited with industry specialists across disciplines such as science, engineering, and biotechnology to enhance research rigor and conviction in investment decisions.

The fund has performed well with reasonable risk parameters. The team seeks alpha under the premise of effective risk control and achieves diversifying risks in investments. It deploys talents with industry backgrounds in the investment team to gain insight into the investees/potential investees while considering their environmental impact and corporate governance.

ESG is considered in 80-100% of all investment decisions and accompanied by clear disclosure to Fund investors on governance and ESG principles. Company-related information is also fully disclosed on the website for investors to understand.

Since its inception in 2004, the fund delivered excellent net returns 301 points above the benchmark on a 1Y, 3Y, 5Y, and 10Y period. Maximum drawdown is limited, and its recovery time was relatively short.

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


House Awards: Balanced Mixed Asset
Taiwan – Best-In-Class


ISIN: TW000T2213Y4
Inception Date: 01/02/2004
AUM: –
Manager Name: Yan Chang Chan
Total Expense Ratio: –
3-Yr Return: –
3-Yr Max Drawdown: –

ESG Score: 55.69
GC Score: 56.54
Near-Term Score(<=2°C): 65.51%
Business Involvement:
Alcohol Involvement: 7.35%, …

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

Contact Details:

Company Website: https://www.fhtrust.com.tw/

Name: Darren Pai

Title: Senior Associate Manager

Contact Number: +886-2-8161-6738

Email Address: darren_pai@fhtrust.com.tw

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