These 5 Actively Managed ETFs Exceed NT$100 Million in Monthly Dollar-Cost Averaging; 00981A Attracts NT$1.8 Billion, Leading the Pack

The Taiwan stock market continues its downward trend, plunging another 1,000 points during trading today (29th), breaking below the 40,000-point threshold. Amid a wave of margin call liquidations, investors fear catching falling knives, yet this volatility presents an ideal opportunity to accumulate long-term positions at attractive valuations. Actively managed ETFs have consistently outperformed the broader market, drawing increasing interest from retail investors. The top five actively managed ETFs by number of dollar-cost averaging (DCA) accounts all recorded contribution amounts exceeding NT$100 million in June, with the Uni-President Taiwan Equity Growth ETF (00981A-TW), which has 160,000 DCA investors, leading the pack with a staggering NT$1.79 billion in June contributions.

According to the latest data from CMoney, the top five actively managed ETFs favored by retail investors are: Uni-President Taiwan Equity Growth (00981A-TW), Uni-President Global Innovation (00988A-TW), Fu-Hua Future 50 (00991A-TW), Capital Group Taiwan Strong棒 (00982A-TW), and Uni-President Taiwan Equity Upgrade 50 (00403A-TW).

For long-term wealth building, selecting high-quality investment vehicles is crucial. Despite market turbulence and shrinking ETF returns, 00981A maintains a year-to-date return of 56.71%, securing the top spot among actively managed ETFs and demonstrating resilient portfolio management. Uni-President Global Innovation and Fu-Hua Future 50 have also delivered strong returns of 52.68% and 51.40%, respectively, both outperforming the Taiwan Weighted Index’s 45.44%. 00982A recorded a return of 44.74%, slightly trailing the benchmark.

In terms of contribution amounts, 00981A has showcased its dominance since its debut in May last year, consistently attracting substantial capital inflows. Its June contribution reached NT$1.79 billion. 00988A also performed impressively this year, capturing widespread investor attention with NT$380 million in monthly contributions. 00991A recorded NT$300 million, 00982A NT$170 million, and the newly launched 00403A, a breakout product this year, achieved NT$140 million.

Notably, three of the top five—00981A, 00988A, and 00403A—are managed by Uni-President Asset Management. This demonstrates that the firm’s success in actively managed mutual funds has successfully extended to ETFs. Their proven active management expertise has translated into top-tier performance, driving strong investor demand. Investors are expressing confidence through simple, consistent dollar-cost averaging strategies.

Uni-President’s investment research team noted that Taiwan stocks had accumulated significant gains since last year, making short-term profit-taking inevitable. Additionally, deleveraging in the South Korean market negatively impacted global tech stocks, intensifying recent market volatility. However, as unstable positions are liquidated and foreign selling pressure eases, ownership structures are gradually improving. The long-term upward trend in AI remains intact, and AI-driven innovation is accelerating technological advancement, leading to faster sector rotation. Volatile market conditions are expected to persist, and the team recommends investors adopt dollar-cost averaging, supplemented by phased buying on dips, to selectively invest in high-quality actively managed ETFs and participate in the long-term bullish market trend.

*Disclaimer: The stocks, funds, and futures products mentioned in this article are for reference only and do not constitute investment advice. Investors should make independent judgments, carefully assess risks, and bear their own profits and losses.