To actively support the government's promotion of the 'Taiwan Individual Savings Account (TISA)' policy and encourage citizens to begin long-term investment and retirement financial planning early, Mega Asset Management has officially added TISA-specific share classes to its two flagship products—'Mega Prosperity Taiwan Fund' and 'Mega Global Fund'. This marks a further expansion of the TISA product line, following the earlier launch of the first 'Mega National Fund - TISA Class (dividend source may include return of capital)' offering. The new additions fully cover 'active domestic equity management' and 'balanced global equity asset allocation', enabling investors with different financial plans to gradually accumulate future retirement assets through digital financial platforms with low burden and low cost.

Taiwan's population is aging at one of the fastest rates globally. According to the latest household statistics from the Ministry of the Interior, the proportion of the population aged 65 and above has reached 20.06%, officially entering a 'super-aged society'. Facing the urgent challenge of retirement preparation, the TISA mechanism is fundamentally designed to encourage citizens to leverage the compounding effect of time by accumulating assets through three core features: 'professional team oversight', 'investor-friendly management fee rates', and 'mandatory regular fixed-amount investments', thereby building a third economic safety net for later life.

Mega Asset Management's expansion of TISA share classes not only demonstrates its commitment to deepening inclusive finance and promoting public financial education but also aims to empower investors with varying risk tolerances by providing more diversified portfolio tools to independently plan for a secure retirement.

The 'Mega Prosperity Taiwan Fund' focuses deeply on the Taiwan market, concentrating on local growth. It relies on the investment research team's precise stock-picking expertise to target Taiwan's leading enterprises with explosive potential and core competitiveness, while also uncovering hidden gems among small and mid-sized companies, comprehensively capturing the long-term potential of technological upgrades.

Meanwhile, the 'Mega Global Fund' extends its reach across the global supply chain, targeting international leading enterprises and emerging industry trends. Through a diversified strategy across multiple countries and industries, it pursues the engines of global economic growth while also delivering resilience and reduced volatility, fulfilling the original investment goal of long-term asset allocation.

FACT BOX

  • Source: PR Times
  • Category: New Product
  • Dates in source: 20.06%