Active Taiwan ETFs reported performance results as the market focuses on fund management amid Taiwan stock market volatility. AI investment return concerns and policy variables have influenced tech stock trends, testing stock selection and allocation capabilities. Among 13 active ETFs established for at least one year, Nomura Taiwan 50 Active (00985A) achieved the highest one-year return at 48.35%, followed by Uni-President Taiwan Growth Active (00981A) at 44.22%, making them the only two products with gains exceeding 40%. Nomura and Uni-President each placed two funds in the rankings, tying for the most entries among asset management firms.
00985A and 00981A Lead One-Year Active ETF Returns
Nomura Taiwan 50 Active (00985A) ranked first with a one-year return of 48.35%. Uni-President Taiwan Growth Active (00981A), Nomura Taiwan Select Active (00980A), and Allianz Taiwan High Dividend Active (00984A) ranked second through fourth with returns of 44.22%, 39.32%, and 30.86% respectively. Capital Group Taiwan Strong Active (00982A) placed fifth at 27.40%, followed by Uni-President Global Innovation Active (00988A) at 20.89%, Taishin Leading Growth Active (00986A) at 9.39%, CTBC Non-Investment Grade Debt Active (00981D) at 8.22%, Fubon Composite Income Active (00983D) at 5.81%, and AllianceBernstein Investment Grade Income Active (00980D) at 2.78%.
Fund Manager Discusses Tech Stock Investment Outlook
Lin Hao-xiang, fund manager of Nomura Taiwan 50 Active (00985A), stated that tech stock investment faces stricter profitability scrutiny. Even when corporate earnings reports perform well, stock prices may be affected by capital expenditures, financing burdens, and policy risks. Strong US employment data has raised interest rate hike expectations, making cash flow and return on investment key stock selection priorities. The long-term growth direction of AI remains supported. Operations will examine client deployment progress, order execution, and profit quality one by one, selecting financially sound companies with competitive advantages, and adjusting allocations based on operational and valuation changes to capture investment opportunities amid market divergence.
FAQ
Which active Taiwan ETF achieved the highest one-year return?
Nomura Taiwan 50 Active (00985A) achieved the highest one-year return at 48.35%, followed by Uni-President Taiwan Growth Active (00981A) at 44.22%. These were the only two active ETFs with gains exceeding 40%.
What factors are affecting tech stock selection in active ETFs?
According to fund manager Lin Hao-xiang, tech stocks face stricter profitability scrutiny, with stock prices influenced by capital expenditures, financing burdens, and policy risks. Strong US employment data raising interest rate hike expectations has made cash flow and return on investment key selection priorities.
