Uni-President Asset Management to Launch 00403A Active ETF, Betting on AI-Led Taiwan Market Transformation
Unlike passive index-tracking funds, active ETFs allow managers to adjust holdings based on industry trends and company fundamentals. Uni-President Asset Management is launching the Uni-President Taiwan Upgrade 50 Active ETF (00403A), targeting the 200 largest companies by market capitalization in Taiwan in a bid to capture opportunities arising from AI-driven industrial upgrading and capital-market growth.
Fundraising for 00403A is scheduled to begin on April 22, though the target amount has not been disclosed. The fund will use active stock selection to build a core portfolio of 50 stocks. Its manager expects AI to drive demand growth in semiconductors and electronic components and plans to make those sectors core allocations while dynamically adjusting holdings in pursuit of returns above the broader market.
All Coverage
2 original reportsThe Backstory
The history behind this eventUPAMC Launches Active ETFs Targeting AI Infrastructure and US Treasuries
Global equity markets have come under pressure as crowded positioning and rate-sensitive outflows triggered a valuation reset in AI and semiconductor stocks. UPAMC said the pullback does not alter the sector’s underlying fundamentals, with sustained spending on data centers, power systems and emerging technologies expected to support long-term growth. The asset manager is turning to active strategies to capture market dislocations while managing equity and bond-market risks more dynamically.
UPAMC plans to begin fundraising on Aug. 5, 2026, for the UPAMC Frontier Technology Active ETF (00411A) and the UPAMC US Treasury Quantitative Enhanced Active ETF (00987D). The technology fund initially targets about 70% exposure to the US and a 35% allocation to AI infrastructure. Industry estimates put AI data-center capital spending at $1.7 trillion by 2030, implying a 45% compound annual growth rate. The Treasury fund will use quantitative models, long-short positioning and hedging tools to navigate bond-market volatility.
Subscribe to Mark Radar Weekly
Every Friday, the week's strongest signals in your inbox. Unsubscribe anytime.
If you search news on Google, you can set Mark Radar as a preferred source—our coverage will show up more often in your results. Set as preferred source on Google →