Market Plunge Drives Funds Toward Dividend ETFs
Taipei stocks opened low and moved lower on the 30th, with the weighted index closing down 1156.5 points at 45211.83 points, down 2.49%, with turnover of NT$8777.3 hundred million. Facing sharp market volatility, ETF products with defensive resilience and dividend advantages have drawn investor attention. Investment expert 《棒棒的理財失控週記》 analyzed 4 popular ETFs under Nomura Asset Management, noting active ETFs rely on managers flexibly locking in capital gains, with estimated annualized yields reaching double digits, while passive products show clear strategic divergence.
Active Funds Grab Spotlight with Double-Digit Yields
Active Nomura 50 (00985A) adopts an index-enhanced strategy, using the top 150 companies by market capitalization as its stock pool and overweighting strong momentum stocks. Its first distribution since inception was 2.15 per unit, with an estimated annualized yield as high as 18.09%, and year-to-date performance of 70.01%. Active Nomura Select (00980A) combines qualitative visits with SRS quantitative multi-factors, with the latest distribution of 0.638 per unit, and its estimated annualized yield rising from 8.83% to 13.05%, with year-to-date performance of 70.54%.
Passive Funds Split Between Growth and Monthly Cash Flow
Nomura Innovative Technology 50 (00935) focuses on 11 innovative technology leaders, with the latest distribution of 1.83 per unit, an estimated annualized yield of 6.36%, and year-to-date performance of 100.09%, showing strong price momentum. Nomura Trend Momentum High Dividend (00944) adopts a monthly distribution mechanism, selecting high-dividend momentum stocks while avoiding value traps, with consecutive payouts of 0.109, and an annualized yield maintained at around 5.99%, with a relatively stable and defensive trend.
Allocate by Cash Flow and Total Return Needs
《棒棒的理財失控週記》 concludes that active products use managers to flexibly lock in capital gains, creating double-digit estimated annualized yields, while for passive products, 00935 focuses on technology growth and capital gains accumulation, and 00944 provides stable monthly cash flow. Amid the sharp market correction, investors can flexibly allocate according to their preferences for cash flow frequency and total return growth, to maximize asset efficiency in volatile conditions. Investing involves risks, funds may gain or lose, and investors should read the prospectus carefully before subscribing.