Fubon Asset Management launches wealth opportunity fund targeting AI, healthcare, and premium consumption

Fubon Asset Management is launching the "Fubon Wealth Opportunity Multi-Asset Fund" on September 7, aiming to capture the vast opportunities arising from the capital flows and consumption upgrades of the global wealthy. The fund will focus on three key trends: "New Engine of Technology," "New Momentum of Healthcare," and "New Model of Consumption."

The company observes that the global wealth landscape is rapidly reshaping, with the AI innovation wave and asset price growth continuously increasing the wealth of high-net-worth individuals. This trend makes the "rich economy" a significant investment theme. Forbes Global Billionaires data shows that the number of billionaires worldwide surpassed 3,000 for the first time in 2025 and reached 3,428 in 2026, with their total wealth reaching $20.1 trillion.

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Global wealth concentration is increasingly evident, and high-net-worth individuals not only control vast capital but their investment and consumption decisions often lead industry trends.

The "New Engine of Technology" will explore trends in AI applications, robotics, automation, quantum computing, and satellite technology. The "New Momentum of Healthcare" will focus on the rising health consciousness among the wealthy, advanced medical treatments, and long-term care needs. The "New Model of Consumption" will cover lifestyle upgrades such as medical aesthetics, cosmetics, leisure travel, electric vehicles, and pet healthcare.

To mitigate market volatility, the fund will adopt a multi-asset strategy, incorporating stocks, bonds, beneficial certificates of funds, and REITs. The investment portfolio will be dynamically adjusted based on market conditions, aiming to balance participation in long-term growth trends with increased flexibility in asset allocation. The fund will be available in multiple currencies, including New Taiwan Dollar, US Dollar, Renminbi, and Japanese Yen, with options for accumulation and quarterly distribution.

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Facing market volatility, relying solely on specific industries or assets may lead to higher fluctuations. Therefore, in addition to capturing the three major wealth opportunities, the fund combines multi-assets such as stocks, bonds, fund beneficial certificates, and REITs, and dynamically adjusts the investment portfolio according to market conditions.