Small-Saver-Friendly Retirement Savings! Fubon AM Expands TISA Portfolio with 5 New Funds

In response to the regulatory authority's promotion of the 'Taiwan Individual Savings Account (TISA)' policy, encouraging citizens to build long-term investment habits and self-directed retirement planning, Fubon Asset Management (Fubon AM) has added five new TISA-class funds, effective today (28th). These funds are now available on the digital platforms of three distribution channels: GoFund, Zhongzu Investment Consulting, and HaoHao Securities, further expanding its TISA product footprint.

Fubon AM has actively supported the TISA policy since 2025, with the 'Fubon Elite Small-Mid Cap Fund' being the first to qualify for TISA classification. In 2026, five additional funds have passed strict screening to join the TISA category: the 'Fubon AI Smart New Trends Multi-Asset Fund,' 'Fubon Select Fund' (formerly Jih Sun Select Fund), 'Fubon New Taiwan Business Fund' (formerly Jih Sun New Taiwan Business Fund), 'Fubon Taiwan High Dividend Fund,' and 'Fubon Taiwan Sustainable Growth Dividend Fund' (formerly Jih Sun Taiwan Sustainable Growth Dividend Fund). With this expansion, Fubon AM now offers six TISA-class funds, covering diverse investment themes including AI technology, multi-asset allocation, Taiwan equity growth, high dividends, and ESG sustainability.

Fubon AM Chairman Huang Chao-Tang noted that Taiwan entered a super-aged society in 2025, with over 20% of the population aged 65 or older, making retirement preparation increasingly critical. The government's TISA initiative promotes low entry barriers, low fees, and systematic investment plans to encourage citizens to accumulate retirement capital through long-term investing, establishing a third pillar for retirement security.

Huang stated that Fubon AM has long been committed to financial education and inclusive finance. By offering diverse, high-quality investment products, the company aims to help investors build self-directed retirement planning capabilities. Going forward, Fubon AM will continue aligning with regulatory policies, leveraging comprehensive product offerings, professional investment research teams, and digital services to cultivate long-term investment mindsets, capture capital market growth opportunities, and co-create financial blueprints for retirement.

Comprehensive Product Lineup: Meeting Diverse Retirement Needs

Fubon AM offers a broad and diversified fund lineup, now totaling six TISA-class funds. The five new funds added in July cover global AI technology, multi-asset allocation, Taiwan equity growth, high dividends, and ESG sustainable investing, enabling investors to allocate assets based on their risk profiles and investment goals, gradually accumulating retirement assets through long-term investing.

The 'Fubon AI Smart New Trends Multi-Asset Fund' focuses on global AI technology trends, combining equities, bonds, and other assets to capture growth opportunities in the AI sector while managing risk. The 'Fubon Select Fund' employs an active stock-picking strategy, targeting Taiwan companies with strong industry competitiveness and growth potential to achieve long-term capital appreciation.

Additionally, the 'Fubon New Taiwan Business Fund' focuses on global supply chain restructuring and corporate transformation trends, capturing long-term growth opportunities from Taiwan-based businesses. The 'Fubon Taiwan High Dividend Fund' emphasizes financially sound companies with consistent dividend-paying capacity, balancing income generation and risk management. The 'Fubon Taiwan Sustainable Growth Dividend Fund' combines ESG sustainable investing with a high-dividend strategy, targeting Taiwan companies with sustainable competitive advantages and earnings growth potential, balancing income and long-term investment value.

The 'Fubon Elite Small-Mid Cap Fund,' which was the first to receive TISA eligibility in 2025, focuses on growth opportunities in Taiwan's small and mid-cap enterprises. Using a dual strategy based on fundamentals and valuation, it identifies high-quality companies with development potential, making it suitable as a satellite holding in an investment portfolio.

In addition to the three new digital distribution platforms, the 'Fubon Elite Small-Mid Cap Fund' is currently available through physical channels including Jih Sun Investment Consulting, CTBC Bank, Capital Securities, Mega Bank, Mega Securities, Pocket Investment Consulting, and Yuanta Securities.

Policy Collaboration: Advancing Inclusive Finance and Long-Term Investing

Beyond product development and performance management, Fubon AM actively promotes 'policy co-creation.' The TISA policy aims to encourage systematic, long-term investment habits by lowering barriers through reduced management fees, no subscription fees, and low entry thresholds (e.g., NT$1,000 monthly installments). This supports the creation of a third pillar for retirement savings, fosters long-term investment habits, enhances national financial literacy and financial resilience, channels stable long-term capital into capital markets, and supports the development of Taiwan's domestic financial industry.

Fubon AM fully supports the TISA policy and continues to launch TISA-exclusive class products to reduce investor transaction costs. By expanding distribution channels and increasing coverage of digital financial platforms, the company lowers the barrier for public participation in capital markets, realizing the vision of inclusive finance and helping citizens accumulate long-term assets.

Through this product expansion, Fubon AM is gradually building a comprehensive TISA product portfolio that integrates growth, income, and sustainability, aiming to meet the financial needs of diverse groups—including young investors, families, and retirement planners—at different life stages. The company continues to encourage the public to achieve their financial goals through systematic monthly investments, steadily accumulating units and supporting nationwide long-term financial planning.