AI Boom Pushes Yuanta New Mainstream Fund's Return Above 100%

The generative AI investment boom has fueled demand for semiconductors and electronic components, propelling Taiwan-listed companies in related supply chains into a major growth phase. Yuanta Funds' Yuanta New Mainstream Fund can actively adjust its holdings and sector allocations, giving it the potential to outperform during rapid market rotations and underscoring the strategic differences between actively managed mutual funds and active ETFs.

At the time of the reports, the Yuanta New Mainstream Fund's year-to-date return had surpassed 100%, the highest among Taiwan equity funds and well ahead of the broader market and active ETF 00981A. Institutional investors said the performance was driven mainly by sustained interest in AI-related stocks and growth in the electronics industry, but the reports did not provide an exact reference date, the fund's size or the amount invested.