Multi-asset ETF

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About Multi-asset ETF

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”.

Trading Mechanisms