Taiwan Stock Funds Surge, Yuanta High Dividend Fund Tops 120%

Taiwan's stock market has experienced a remarkable surge this year, with the Taiex index climbing close to 60%. This strong performance has significantly boosted the returns of Taiwan stock funds, making them a standout investment category.

Data shows that as of July 7, the Taiex index had risen by 57%. Active ETFs tracking the market averaged a 67.7% gain during the same period. However, traditional equity funds have outperformed, with the Yuanta Taiwan High Dividend Quality Leading Fund achieving an impressive 120.5% return, far exceeding the average performance of active ETFs.

Other top-performing funds include the Yuanta New Mainstream Fund, Yuanta Business Fund, Yuanta Duoduo Fund, and Uni-President Dragon Horse Fund, with returns ranging from 106.8% to 116.9%. In the active ETF space, the top performers were the Active Uni-President Taiwan Growth (00981A) and Active Fuhwa Future 50 (00991A), with returns of 82.5% and 81.6%, respectively.

Fund managers attribute this success to Taiwan's role in the AI supply chain, which has fundamentally reshaped industry profits. Government agencies have revised economic growth forecasts upward, potentially exceeding double-digit growth. This robust AI demand is expected to continue supporting the positive outlook for Taiwan stock funds. The article also notes that the monthly disclosure of active funds, unlike the daily announcements of active ETFs, helps prevent market tracking and targeted selling.

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Taiwan is benefiting from the AI supply chain, which has completely overturned the industry's profit structure.