Multi-asset ETF
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
- The trading mechanisms for a multi-asset ETF are the same as those for other types of index ETFs listed on the Taipei Exchange. For more information, please refer to the following page: Taipei Exchange Website/ Services／Investors／Investor Service／Investors Q&A /4.3. Trading and clearing system/ 1. What are the ETF trading mechanisms?