Finance Center / Integrated Report

According to Uni-President Investment Trust, as volatility increases in the Taiwanese stock market, large enterprises have strong technological barriers and market position advantages, providing them with higher bargaining power, which helps establish operational moats. The Uni-President Taiwan Growth Active ETF (00981A) will focus on selecting the top 300 companies by market capitalization, which account for nearly 90% of the total market capitalization, representing the core strength of the Taiwanese stock market.

These companies have solid fundamentals, and 00981A will use a professional investment research team to select stocks with the highest growth potential from this pool. Uni-President Investment Trust highlights four advantages of large Taiwanese stocks: substantial market capitalization, strong profitability, robust operations, and excellent returns on investment. According to statistics from CMoney and Bloomberg, by the end of last year, over the past three years, the market capitalization of the top 300 Taiwanese companies averaged 86.4% of the overall market, and their operating profits accounted for an average of 91.6%, contributing to over 90% of the Taiwanese stock market's profitability.

In terms of earnings per share (EPS) and investment returns, the EPS growth rate of the top 300 Taiwanese companies reached 42.2% in the past year, 2.6 times the overall EPS growth rate of the Taiwanese stock market, with an average five-year total return rate of 30.6%, surpassing the 19.9% of other listed companies. The 00981A is an active ETF that focuses on high-quality large enterprises in Taiwan, as these companies typically possess strong capital strength, powerful technological barriers, and market position advantages, thereby increasing their ability to withstand external shocks and, consequently, having more investment opportunities.

Through flexible adjustments to holdings, the fund is expected to seek excess returns amid changing market conditions. Uni-President Investment Trust reminds investors that active ETFs cannot guarantee returns that surpass benchmark performance, market indices, or passive ETFs, and past performance does not ensure future results. Investors should carefully evaluate market volatility and investment risks before making decisions and should read the offering documents carefully based on their own investment goals and risk tolerance.