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  • Fund Type: Unit Trust
  • Objective: Blend Broad Market
  • Asset Class: Equity
  • Geographic Focus: Taiwan

Yuanta Buffett Equity Fund

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FIRBUFA:TT

23.68 TWD 0.000.00%

As of 09:45:02 ET on 05/29/2015.

Snapshot for Yuanta Buffett Equity Fund (FIRBUFA)

Year To Date: +12.49% 3-Month: +8.52% 3-Year: +16.97% 52-Week Range: 19.44 - 23.79
1-Month: +0.51% 1-Year: +6.57% 5-Year: +7.28% Beta vs TWSE: 0.92

Mutual Fund Chart for FIRBUFA

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  • FIRBUFA:TT 23.68
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Fund Profile & Information for FIRBUFA

Yuanta Buffett Equity Fund is an open-end fund established in Taiwan. The Fund's objective is to seek long-term capital growth. The Fund invests 70% or more in underestimated listed and OTC stocks with great growth potentials in the future. The Fund may invest in government bonds, corporate bonds and other financial debentures.

Inception Date: 08-25-2000 Telephone: 886-2-2717-5555
Managers: WANG LI-XUN
Web Site: www.yuantafunds.com

Fundamentals for FIRBUFA

NAV (on 2015-05-29) 23.68
Assets (M) (on 2015-04-30) 760.04
Fund Leveraged N
Minimum Investment 10,000.00
Minimum Subsequent Investment -

Dividends for FIRBUFA

No dividends reported

Fees & Expenses for FIRBUFA

Front Load 1.50
Back Load 0.00
Current Mgmt Fee 1.60
Redemption Fee 0.00
12b1 Fee -
Expense Ratio -

Top Fund Holdings for FIRBUFA

Filing Date: 12/31/2014
Name Position Value % of Total
Taiwan Paiho Ltd 1,000,000 42,797,000 4.980%
Hiroca Holdings Ltd 452,000 42,367,000 4.930%
Universal Cement Corp 1,586,000 40,906,000 4.760%
Taiwan Semiconductor Manufactu 258,000 36,352,000 4.230%
Nan Liu Enterprise Co Ltd 251,000 35,235,000 4.100%
Fubon Financial Holding Co Ltd 686,000 34,805,000 4.050%
Novatek Microelectronics Corp 186,000 33,086,000 3.850%
MediaTek Inc 71,000 32,828,000 3.820%
China Airlines Ltd 2,211,000 32,055,000 3.730%
Axiomtek Co Ltd 398,000 31,024,000 3.610%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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