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KGI Securities Investment Trust Co. Ltd.

Date Established April 19, 2001
Address No.698, Mingshui Rd., Zhongshan Dist., Taipei City 104, Taiwan (R.O.C.)
Telephone 886-2-2181-5678
Website http://www.KGIFund.com.tw
Main Business Lines
  • Mutrul fund、private placement fund
  • the discretionary investment business
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    KGI Securities Investment Trust Co. Ltd. (KGI SITE) was established on April 19, 2001 with paid-in capital of NT$300 million. KGI SITE aims to create wealth for its clients and be their long-term financial partner by focusing on providing new and innovative products and producing satisfactory returns, while delivering top quality, refined customer service.
     
    The Research and Investment team members of KGI SITE have solid backgrounds and experience in the financial business, and have achieved outstanding results in the industry. Their quality research and outstanding performance have received widespread acclaim as illustrated by awards won: KGI SITE’s KGI Pioneer Fund won the Best Domestic Equity Fund from the Taipei Foundation of Finance in 2004. The KGI Big Five Taiwan Fund was nominated for Best Domestic Equity Fund from the Taipei Foundation of Finance in 2011. The KGI Pan-Asia Taiwan Enterprises Fund won the Best Three-Year Return for an Asia ex-Japan Equity Fund from the Lipper Fund Awards, the Best Three-Year Return for an Asia Equity Fund from the Taipei Foundation of Finance in 2012, and the Best Three-Year Return for an Asia Equity Fund from the Lipper Fund Awards in 2017. The KGI Emerging Markets Equity Small & Mid Cap Fund won the Best Five-Year Return for a Global Emerging Equity Fund from the Lipper Fund Awards in 2017. The KGI BRICA Fund won the Best Three-Year Return for a Natural Resources Fund from the Lipper Fund Awards in 2017.
     
    In terms of mutual funds, KGI SITE has committed to developing new products. For example, the KGI Pan-Asia Taiwan Enterprises Fund and KGI Asia VIPH Fund are the few funds in Taiwan that qualified to invest in the Vietnamese market. Also, the KGI EM Trend ETF Fund of Funds, KGI Emerging Markets Equity Small and Mid Cap Fund, KGI Cloud Force Fund, KGI Silver Age Fund, and KGI Hospital and Dependency Related Industries Fund are the first NT dollar-denominated funds investing in those respective themes and asset classes.
     
    In responding to the Financial Supervisory Commission’s Asian Cup policy, KGI SITE, joined by Thailand’s One Asset Management, launched the Economic Moat Fund in Taiwan and Thailand on Sept.1, 2014. The Moat Fund, which applies an 'Economic moats” stock picking philosophy, is the first fund that responds to the Asian Cup project in Taiwan. These two funds are distributed in Taiwan, Thailand, and HK via KGI Securities Taiwan, KGI Bank, KGI Securities Thailand, and KGI Security HK (only to PI). This project showcases our ability to leverage KGI group’s Asian presences to create synergies and new business models among entities across Asia.
     
    Since Taiwan’s Securities Investment and Consulting Act became effective in 2004, KGI SITE has been actively developing its private equity funds for high-net-worth individuals. Relying on innovative, distinctive and tailor-made features, these funds have been producing satisfying returns for investors.
     
    In the discretionary investment business, KGI SITE successfully wins mandates from institutions, including life insurance companies and individual clients. This is evidence that the high quality of asset management that KGI SITE provides has gained recognition. As a result, the number of discretionary investment mandates has been increasing gradually.
     
    Backed by a broader recognition of fund performance, KGI SITE will continue providing investors with long-term, sustainable performances. KGI SITE will also introduce more innovative and promising products to expand product lines. Moreover, KGI SITE will keep developing more funds that link to unit-linked insurance products and win more discretionary investment mandates from institutions and individuals. Furthermore, by promoting a Regular Savings Plan (RSP), KGI SITE will steadily increase assets under management.