00981A: Targeting Large-Cap Growth Stocks
The 統一 Taiwan Growth Active ETF is managed by 陳釧瑤, who graduated from the Graduate Institute of Industrial Economics at National Central University and previously served as a project manager in the proprietary trading department of Hua Nan Yong Chang Securities. The fund was listed in 2025年5月, focusing on large-cap, innovation, and growth, with a selection universe of the top 300 companies by market capitalization in Taiwan, and large-cap stocks accounting for at least 60%.
Its major holdings include 台積電 (2330), 台光電 (2383), 聯發科 (2454), 奇鋐 (3017), and others, overall leaning toward large-cap growth stocks such as semiconductors and the AI supply chain. The fund adopts a quarterly dividend mechanism, aiming to balance growth potential with cash flow, suitable for investors who prefer steady large-cap stocks to track over time.
00991A: Positioning in Future Top-50 Dark Horses
Fuhua Future 50 Active is managed by 呂宏宇, who holds dual master's degrees in Electrical Engineering and Telecommunications from 台灣大學 and previously worked at technology companies such as 宏達電 (2498) and 聯發科 (2454), before moving into the securities and investment trust industry. The fund was listed on 2025年12月18日, adopts a semi-annual dividend mechanism, and selects about 50 stocks.
Unlike a pure large-cap strategy, in addition to current heavyweight stocks, the fund also picks companies ranked 51 to 150 by market capitalization with the potential to advance into the top 50, emphasizing early positioning in mid- to large-cap companies with both explosive earnings power and room for valuation upside through active adjustments.
00418A: Focusing on Transformation-Driven Rising Stars
The Fuhua Taiwan New Star Active ETF is led by 戎宜蘋, who achieved a 920% cumulative return during her management of the Nomura Taiwan Logistics Fund from 2020年3月至2026年4月, earning her the “nine-bagger” title. The fund is currently still in the offering stage and adopts a non-dividend design, focusing on long-term capital gains accumulation.
Its allocation is divided into three parts: about 50% in core large-cap value-growth stocks, about 20-30% in 新興 fast-growing small- and mid-cap stocks, and about 10-20% in traditional industrial and electronics stocks that have successfully pivoted into AI, with a dual-manager system. The overall style is more aggressive, focused on uncovering transformation-driven breakout stocks.
How to Choose: Back to Strategy and Risk
When choosing, investors should return to stock-selection logic and dividend needs, rather than looking only at manager titles. 00981A leans toward large-cap growth, 00991A focuses on future dark horses, while 00418A combines large-cap stocks with transformation and small- to mid-cap stocks, and adopts no dividends. Before selecting, compare holding concentration, industry exposure, expense ratios, and NAV volatility, read the prospectus carefully, and prudently assess risks.