Yuanta Securities Investment Trust 元大投信

13

Benchmark Awards

Fund Name
Member Access
Award
Category
Award Status
ESG ScoreGC Score
Temperature Alignment
3 Yr Return3 Yr Sortino
Yuanta Emerging Asia Fund UnitsHouse AwardsAsia Emerging Markets EquityOutstanding Achiever56.5656.79Overheated--
Yuanta China Umbrella Securities Investment Trust Fund-China Balance Fund UnitsHouse AwardsBalanced Mixed AssetOutstanding Achiever52.8552.48Overheated--
Yuanta MSCI China A ETFHouse AwardsChina A Shares ETFOutstanding Achiever48.5249.77Overheated--
Yuanta CSI 300 Fund UnitsHouse AwardsChina EquityBest-in-Class-----
Yuanta S&P GSCI Gold ER Futures ETFHouse AwardsCommodity ETFBest-in-Class-----
Yuanta FTSE4Good TIP Taiwan ESG ETFSustainability AwardsESG IntegrationOutstanding Achiever60.5964.69Aligned Near-Term--
Yuanta U.S. Treasury 20 Year Bond ETFHouse AwardsFixed Income ETFOutstanding Achiever-----
Yuanta Global Emerging Market Fund of Funds UnitsHouse AwardsGlobal Emerging Markets EquityOutstanding Achiever-----
Yuanta/P-shares Taiwan Dividend Plus ETFHouse AwardsHigh Dividend ETFBest-in-Class57.3861.34Aligned--
Yuanta India Fund UnitsHouse AwardsIndia EquityBest-in-Class57.2161.31Overheated--
Yuanta FTSE4Good TIP Taiwan ESG ETFSustainability AwardsStewardshipOutstanding Achiever60.5964.69Aligned Near-Term--
Yuanta FTSE4Good TIP Taiwan ESG ETFSustainability AwardsSustainable Investing ETFBest-in-Class60.5964.69Aligned Near-Term--
Yuanta/P-shares Taiwan Top 50 ETFHouse AwardsTaiwan Large Cap ETFBest-in-Class61.0965.46Aligned Near-Term--