Federal Investment Trust is approved to enter the Kaohsiung Asset Management Zone to expand the presence of high-asset customers

Federal Investment Trust once again reported new progress in its business layout! On September 21, it was approved by the Financial Supervisory Commission to enter the "Asian Asset Management Center Kaohsiung Asset Management Zone" to handle multi-channel sales of overseas funds that do not have the nature of securities investment trusts; Zhuang Yaqing, general manager of Federal Investment Trust, said that in the future, it will cooperate with We will cooperate with internationally renowned fund companies to introduce overseas funds including private equity, private debt, private infrastructure, and private U.S. land. We will also cooperate with banks and securities firms in the Kaohsiung Asset Management Zone, hoping to provide new options for asset allocation for high-asset customers.

Federal Investment Trust said that this year's product layout will continue to expand the ETF territory. Following the successful launch of the first ETF Federal Taiwan Wonderful 50 ETF (009804) last year, this year it raised the Federal United States Financial Innovation ETF (009825) to further deploy global innovation trends such as digital payments and digital assets. It is particularly worth mentioning that 009804 has achieved outstanding returns since its establishment on March 31 last year. According to statistics from the Investment Trust and Investment Consultants Association, as of August 31, 2026, the cumulative return rate of 009804 since its establishment has reached 163.20%. Since this year, the cumulative returns for 3 months, 6 months and 1 year have been 72.69%, 4.42%, 42.4% and 107.4% respectively.

Zhuang Yaqing also said that Federal Investment Trust has long been focusing on mutual fund business. In recent years, in addition to traditional mutual fund management, it has also opened private equity funds and has successfully raised two private equity funds. The entry into the Kaohsiung Asset Management Zone is an important step for Federal Investment Trust to move from "products" to "channels and customer services". In the future, in addition to cooperating with internationally renowned uncertified fund companies, we will also use our existing multi-asset management experience in funds, ETFs and private equity to connect international investment resources and serve the increasingly diverse investment needs of high-asset customers. This is an important starting point for the expansion of the asset management territory of Federal Investment Trust in the next stage.