Equity Funds

Equity funds invest in company-issued equity securities, aiming for long-term investment gains. These funds can be classified by the areas of primary investment: namely global, regional, country-specific or industry.


  • An equity fund aims to increase overall investment returns while lowering the risk of investing in a single stock.
  • Provides clients with the opportunity for capital appreciation and dividend income.
  • Achieve risk diversification.
  • Dedicated professional fund managers and portfolio construction.

How to apply

  • Visit any of our branches or contact our Treasures Relationship Manager.
  • Call our 24-hour personal banking service hotline at 0809-002889 or 02-66129888.

Useful link

Investment warnings

  1. Investors' investment in mutual funds through non-discretionary trust platform is not deposit of the bank. The investment is not included in the deposit insurance coverage of the Central Deposit Insurance Corporation. The Trustee Bank does not guarantee the performance of fund management; investors will be borne by the investment risk and investment gains and losses
  2. The Fund's past performance is not reflective of future performance, fund prices may rise or fall and the investment principal may be lost.  Before making an investment decision, investors should read the fund's prospectus, investment information, the fund profile and assess the suitability of the products against his/her personal circumstances, risk appetite, investment horizon, financial situation, investment objectives and other related considerations (e.g. legal, tax and accounting impact).

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