In the wake of President Trump's tariffs impacting the financial markets, Taiwan's stock market has also experienced significant fluctuations. To address this, Yuanta Funds, with 30 years of investment experience in Taiwan, has announced the launch of its active ETF, Yuanta Taiwan Strong Core (00982A), which will begin fundraising on May 5, with an expected listing date of May 22 at an issue price of NT$10 per share and quarterly dividends—scheduled for distribution in February, May, August, and November, with the first dividend expected in August.

This move aligns with the Financial Supervisory Commission's initiative to attract more investment trust companies through the introduction of active ETFs. Foreign firm Nomura Asset Management has already launched its active ETF (00980A), with 00982A poised to be the first active ETF from a domestic investment trust. Following this, Uni-President Asset Management plans to launch its active ETF (00981A) on May 7.

The Yuanta team emphasized the necessity of active ETFs for adapting to the shifting market landscape. For instance, in the context of tariff negotiations, active ETFs can adjust holdings promptly to respond to market changes, offering more flexibility than passive ETFs. Moreover, during market consolidation, active ETFs can selectively invest in potential stocks, seeking opportunities for excess returns.

Yuanta Taiwan Strong Core (00982A) is set to start fundraising on May 5 and be listed on May 22.

00982A will employ both qualitative and quantitative strategies, with qualitative stock selection based on the 3M rule, focusing on industry trends and competitive evaluations, while the quantitative analysis will optimize the portfolio based on liquidity and volatility factors.

Manager Chen Yuan-yi pointed out that despite the current market anxiety, historical trends suggest positive long-term prospects for Taiwan's stock market, supported by national fund interventions and ongoing negotiations with the US, presenting a favorable entry point through active ETFs.