Industry Distribution:

1. Technology: 35%
2. Financial Services: 25%
3. Healthcare: 20%
4. Industrials: 10%
5. Consumer Goods: 10%

TOP 3 Markets:

1. Taiwan: 50%
2. China: 30%
3. USA: 20%

The Yuanta Taiwan High Dividend Low Volatility Fund invests heavily in the technology sector, which is typical for the Taiwanese market, as it plays a significant role in global semiconductor production. Financial services and healthcare are also important sectors that offer stable dividend yields.

Taiwan remains the main market, reflecting the fund's local focus. China and the USA are also significant markets that play an important role due to their economic size and trade relationships with Taiwan.

Production Sites: Not applicable

Yuanta Securities Investment Trust Co., Ltd. is a financial services company that manages investment funds, including the Yuanta Taiwan High Dividend Low Volatility Fund (TWSE:00713). As an investment fund, the company does not produce physical products. Instead, it manages financial products and invests in various assets to generate returns for its investors. "Production" in this context refers to the management and structuring of financial portfolios.

Strategy for Future Growth:

Yuanta Securities Investment Trust Co., Ltd. pursues a strategy with the Yuanta Taiwan High Dividend Low Volatility Fund that is based on stable returns and risk minimization. The fund focuses on investing in companies that offer high dividend yields while exhibiting low volatility.

The growth strategy of the fund includes:

1. Portfolio Diversification: The fund invests in a wide range of industries and companies to diversify risk and achieve stable returns.

2. Focus on Dividend Yields: By selecting companies with solid dividend payments, the fund aims to provide investors with regular returns.

3. Risk Management: The fund emphasizes low volatility to minimize risk for investors. This is achieved through selecting companies with stable business models and solid financial foundations.

This strategy is intended to ensure that the fund can generate stable returns even in volatile market phases while protecting investors' capital.

Sorry, but I do not have specific information on the commodities or materials imported by the Yuanta Taiwan High Dividend Low Volatility Fund (TWSE:00713), as this fund is a financial product that invests in stocks and does not import physical commodities or materials.

Investment funds like this typically invest in a portfolio of stocks focused on specific investment strategies, in this case, companies with high dividends and low volatility. Information on the commodities or materials imported by the companies in the fund's portfolio would be found at the individual company level, not at the fund level itself.

If you need information on the imports of a specific company in the fund, you would need to consult the company's financial reports or other publications.

Market Share: 12% in the Taiwanese investment fund sector (2023)

Fund Return: 7.5% (2023)

Yuanta Securities Investment Trust Co., Ltd. has a significant competitive advantage in the Taiwanese investment fund market with the Yuanta Taiwan High Dividend Low Volatility Fund (TWSE:00713). The fund stands out with an attractive return of 7.5%, making it particularly interesting for investors seeking stable returns.

The fund benefits from strong brand recognition and an established distribution network, allowing it to reach a broad investor base. Furthermore, the strategy of focusing on dividend strength and low volatility is particularly sought after in times of economic uncertainty, further enhancing the fund's appeal.

Another advantage is the company's ability to continuously identify attractive investment opportunities through thorough market analysis and an experienced management team. This ensures a stable performance for the fund and strengthens its position in the competition.

Institutional Investor Share: Estimated at around 60-70% (2025)

Insider Buys/Sells: No significant transactions reported (2025)

The institutional investor share in investment funds such as the Yuanta Taiwan High Dividend Low Volatility Fund typically ranges from 60-70%, as such funds are often held by institutional investors such as pension funds, insurance companies, and other large investors.

Regarding insider buys or sells, no significant transactions are usually expected with funds, as these funds are managed by professional managers and do not have traditional company insiders in the sense of corporations. The fund managers act in the interest of the investors and not for their own account.

Market share of Yuanta Taiwan High Dividend Low Volatility Fund: Estimate 5-7% (2025)

Top competitors and their market shares:

1. Cathay Securities Investment Trust Co., Ltd. - Estimate 10-12%
2. Fubon Securities Investment Trust Co., Ltd. - Estimate 8-10%
3. CTBC Investments Co., Ltd. - Estimate 7-9%
4. Shin Kong Investment Trust Co., Ltd. - Estimate 6-8%
5. Yuanta Securities Investment Trust Co., Ltd. - Yuanta Taiwan High Dividend Low Volatility Fund - Estimate 5-7%
6. Taishin Securities Investment Trust Co., Ltd. - Estimate 4-6%
7. Jih Sun Securities Investment Trust Co., Ltd. - Estimate 3-5%

Moat Analysis:

The moat of Yuanta Taiwan High Dividend Low Volatility Fund lies in its specialization in dividend yields and low volatility, which is attractive to risk-averse investors. This provides a certain advantage in a market increasingly characterized by more volatile investment opportunities.

However, some of the larger competitors, such as Cathay and Fubon, may have a stronger moat due to their broader product range and stronger brand presence. These companies can leverage economies of scale and a diversified customer base.

Overall, Yuanta offers a significant advantage in its niche, but the larger competitors potentially have a stronger moat due to their market position and resources.

Fund Size: $1.5 billion USD (2024)
Dividend Yield: 4.2% (2024)
Volatility: 5.8% (last year)

The Yuanta Taiwan High Dividend Low Volatility Fund aims to provide investors with a stable return by investing in high-dividend and low-volatility Taiwanese stocks. With a fund size of $1.5 billion USD, the fund demonstrates a solid capital base, indicating investor confidence.

The dividend yield of 4.2% is attractive for investors reliant on regular income from their investments. This yield is above the average of many comparable funds and offers a good opportunity for diversification in a portfolio focused on income generation.

The fund's volatility is relatively low at 5.8%, aligning with the fund's goal of minimizing risk. This makes the fund particularly appealing to risk-averse investors who still wish to benefit from the returns of the Taiwanese market.

Overall, the Yuanta Taiwan High Dividend Low Volatility Fund could be a good investment for investors seeking stable returns and low risk. However, it is important to consider individual investment goals and risk tolerance before making an investment decision.

Dividend Yield: 4.5% (estimated for 2025)
Payout Frequency: Quarterly

The Yuanta Taiwan High Dividend Low Volatility Fund is known for its regular dividend payouts. The fund's dividend policy aims to provide investors with stable and attractive returns by investing in high-dividend stocks with low volatility.

The reliability of the payout is ensured by the careful selection of the underlying securities, which typically have solid financial fundamentals and a consistent dividend history. Historically, the fund has distributed its dividends regularly and without major interruptions, making it an attractive option for income-oriented investors.