Union Securities Investment Trust Launches U.S. Financial Innovation ETF, Partners With Foundation on Charity Initiative

Union Securities Investment Trust has launched the 009825 Union U.S. Financial Innovation ETF, targeting U.S. companies across the digital payments, fintech and crypto-economy value chains. The fund uses an equal-weight strategy to reduce concentration risk in individual stocks. As payment digitalization and blockchain adoption expand, the ETF gives investors a way to gain exposure to U.S. financial innovators in New Taiwan dollars.

Fundraising for 009825 is scheduled to begin on June 22, with an issue price of NT$10 per beneficial unit. The portfolio will include emerging U.S.-listed fintech companies. Union Securities Investment Trust has also launched a charitable partnership with the Heng Shan Foundation, linking the financial product offering with social welfare. The donation amount and duration of the partnership have not been disclosed.