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Domestic Delegated Management - The fourth Mandate

Domestic Delegated Management
The Fourth Mandate
July 31,2007

I.    
 
Unit: $NT

Investment Manager

Funding Amount

Net Asset Value

Return Since Inception 

Fubon Securities Investment Trust
2,000,000,000
3,216,789,054
60.84%
Fuhwa Securities Investment Trust

 2,000,000,000

 3,037,474,011

 51.87%

INVESCO Taiwan Limited.
2,000,000,000
2,996,389,511
49.82%
ING CHB Securities Investment & Trust
2,000,000,000
2,945,504,811
47.28%
Grand Cathay Securities Investment Trust

 2,000,000,000

2,917,981,772

 45.90%

Prudential Financial Securities Investment Trust Enterprise

 2,000,000,000

 2,782,204,346

 39.11%

Cathay Securities Investment Trust
2,000,000,000
2,757,866,611
37.89%
First Global Investment Trust 

 2,000,000,000

 2,680,332,162

 34.02%

Fuh Hwa Securities Investment Trust

 2,000,000,000

 2,609,484,412

 30.47%

Jih Sun Securities Investment Trust
2,000,000,000
2,592,190,085
29.61%

Total

20,000,000,000
28,536,216,775
42.68%
Footnotes:      
  1. The net asset value is stated in the fair value.
  2. The funding date of the Fourth Mandate is 7/3/06.

 

II.    
 
Unit: $NT

Investment Manager

Funding Amount

Net Asset Value

Return Since Inception 

Fubon Securities Investment Trust (A)
3,000,000,000
3,966,255,775
32.21%
INVESCO Taiwan Limited. (A) 

 3,000,000,000

 3,643,611,299

 21.45%

Grand Cathay Securities Investment Trust (A)

2,000,000,000

2,412,954,215

 20.65%

Cathay Securities Investment Trust (A)

2,000,000,000

2,308,964,354

 15.45%

Fuh Hwa Securities Investment Trust (A)
2,000,000,000
2,284,626,129
14.23%

Total

12,000,000,000
14,616,411,772
21.80%
Footnotes:      
  1. The funding date is 4/2/07.

 

 

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Last Update:2019-03-23
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