元大金控 元大金控 元大金控

Yuanta Funds is committed to product innovation, cultivation of professional talent, and working hard to maintain its competitive advantage, as well as cooperating with the overseas expansion activities of Yuanta Financial Holdings and its affiliated companies. Yuanta Funds has NTD1,067.4 billion in mutual fund size and a market share of 19.9%, making it the only funds company with over 15% market share in Taiwan. The total number of beneficiaries exceeds 2.3 million, the most in the market. (Source: Securities Investment Trust & Consulting Association of the R.O.C.; statistics compiled by Yuanta Funds on 3/31/2023. The above asset scale does not include discretionary trusts.)

At present, 92 funds are issued, including domestic and overseas equity, bond, balanced, real estate securitization, index, index stock, futures trust, discretionary trust investment, etc. The product line is fairly complete.

Yuanta Funds launched Taiwan's first ETF, the Yuanta/P-shares Taiwan Top 50 ETF, and has continued to dominate the industry with ETF market share of over 30%. Yuanta's diverse range of ETF products includes weighted sector ETFs, leveraged/inverse ETFs, cross-border ETFs and futures ETFs, among others, offering a comprehensive selection of products to meet the needs of investors with varying investment profiles.

Yuanta Funds is working to develop innovative digital services, and has introduced “Yes! Fund Money Manager”, which provides a periodic deduction mechanism, selectable equity funds, index funds, bond funds, and other types of funds to serve as allocation deductions; for all of these services, we allow the customer to choose the deduction date and set the stop loss/profit, to meet the needs of different types of investors, and provide customized individual investment portfolios, making investing even easier.