A multi-asset ETF listed on the Taipei Exchange is a type of index ETF that tracks, simulates, or replicates a specific index, with an underlying portfolio comprising both equities and bonds.
Characteristics of a Multi-Asset ETF
The underlying index of a multi-asset ETF must include a portfolio comprising both equities and bonds.
The index compilation rules should define either a fixed allocation ratio for stocks and bonds or criteria specifying the allocation ratios for stocks and bonds under different conditions. These details must be clearly disclosed in the prospectus.
The name of the underlying index must include the term “balanced”.
The security code for a multi-asset ETF ends with the letter “T”.