U.S. President Donald Trump’s “America First” policy has pushed up U.S. stocks soaring. Fubon Investment Trust today announced the launch of the “Fubon U.S. Umbrella Fund”, which includes the Fubon S&P 500 ETF (009814), Fubon S&P 500 Index Fund and Fubon NASDAQ-100 Index Fund. It is expected to start raising funds on November 24.
Huang Zhaotang, chairman of Fubon Investment Trust, said that currently the largest multinational stock ETF in Taiwan is Fubon NASDAQ (00662). As of the end of October this year, the fund size has reached 62.244 billion yuan. This time, leveraging the successful issuance experience of U.S. stock ETFs, it has once again launched an ETF tracking the S&P 500 index. Compared with similar types, it has differences in dividend distribution frequency and index tracking methods, and has product differentiation.
Huang Zhaotang pointed out that Trump's "America First" policy has pushed up the three major U.S. stock indexes soaring. As the market generally expects the United States to start a cycle of interest rate cuts in 2025, the flow of funds is expected to boost the performance of U.S. stocks. This is a good opportunity to expand into the U.S. market. This time, Fubon Investment Trust has launched corresponding index funds for the S&P 500 Index and NASDAQ-100 Index.
Fubon Investment Trust said that observing the return trends of the world's major stock market indexes over the past ten years, US stocks and Taiwan stocks have performed the strongest. Among them, US stocks have benefited from the continued innovation and profitability of technology giants and have become the core of the global capital market. US companies have mature capital market systems, highly transparent financial reporting mechanisms, and strong global layout capabilities, allowing US stocks to continue to attract funds.
Fubon S&P 500 proposed manager Xie Enya said that for Taiwanese investors, in addition to the familiar Taiwan stock market, U.S. stock investment has become an indispensable part from the perspective of asset allocation. According to TradingView statistics as of October 16, eight of the top ten companies in the world by market capitalization are listed on the U.S. stock market. The total market value of U.S. companies accounts for more than 50% of the world's total market capitalization, showing the dominance of the U.S. stock market.
Xie Enya pointed out that the S&P 500 Index is an ideal option for long-term allocation of overseas assets. The index spans 11 major industries in the United States, covering technology, finance, medical, industrial and consumer fields. Most of the constituent stocks are leading companies with global leadership. Not only can it effectively diversify risks, investing in the S&P 500 can also strengthen regional diversification and is a key way to participate in the dividends of U.S. economic growth.
Wang Chenfang, the proposed manager of Fubon NASDAQ-100 Index Fund, said that the United States has long been the leader of the global technology industry, and the NASDAQ-100 Index, with high-growth and innovative companies as its core, is therefore regarded as a representative indicator of technology trends and industrial innovation.
Wang Chenfang pointed out that the index selects the top 100 non-financial companies listed on the Nasdaq Exchange and ranked by market value. The constituent stocks span the fields of AI, cloud, semiconductor and consumer technology, and gather the world's most innovative leading companies. The trend of the NASDAQ-100 index not only reflects the development of new economic industries in the United States, but also symbolizes the driving force of technological innovation on global economic growth.
Fubon Investment Trust pointed out that the most watched Fubon S&P 500 is the only ETF in Taiwan that tracks the S&P 500 index and adopts a quarterly dividend distribution design. Investing in 009814 is equivalent to investing in the entire U.S. economy with one ETF. It has the dual advantages of risk diversification and long-term return potential. It will go ex-dividend in January, April, July and October every year, making it an ideal choice for long-term layout of U.S. stocks.
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