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Company History
2019
We launched ETF “CAPITAL ICE BofAML 0-1 YEAR US TREASURY EXCHANGE TRADED FUND”, "CAPITAL ICE 1-5 YEAR US CORPORATE EXCHANGE TRADED FUND"
We launched Oversea Fixed Income Fund “CAPITAL GLOBAL FINANCIAL BOND FUND”
We launched oversea Fund of Funds “CAPITAL AGGRESSIVE ALLOCATION FUND OF FUNDS”,"CAPITAL MODERATE ALLOCATION FUND OF FUNDS","CAPITAL CONSERVATIVE ALLOCATION FUND OF FUNDS"
2018
We launched ETF “CAPITAL ICE 15+ YEAR AAA-AA US CORPORATE EXCHANGE TRADED FUND”, "CAPITAL ICE 15+ YEAR US UTILITY EXCHANGE TRADED FUND", "CAPITAL ICE INTERNATIONAL 15+ YEAR US EMERGING MARKETS EXTERNAL SOVEREIGN EXCHANGE TRADED FUND"
We launched Principal Guaranteed Fund “CAPITAL 2028 REVERSO PRINCIPAL PROTECTED USD FUND-USD”
We launched High Yield Bond Fund “CAPITAL GLOBAL SENIOR SECURED HIGH YIELD BOND FUND”
2017
We launched ETF “Capital Nasdaq Biotechnology Index Exchange Traded Fund”
We launched ETF “Capital Taiex Leveraged 2X ETF”&“Capital Taiex Inversed-1X ETF”
We launched Oversea Equity Fund“Capital Global Preferred Stock Income Fund”
We launched ETF “Capital Dow Jones U.S. Real Estate Index Exchange Traded Fund”
We launched Real Estate Securitization Fund “Capital Global Real Estate Income Fund”
We launched Oversea Equity Fund “Capital Grand India Fund”
We launched Oversea oversea Balanced fund “Capital Golden Choice Balance Fund”
We raised 1st ETF “CAPITAL SZSE SME PRICE INDEX EXCHANGE TRADED FUND”
We launched oversea Balanced fund “Capital China Income Balanced Fund”
We launched oversea Fund of Funds “Capital Global Abundant Income Fund of Funds”
We launched oversea equity fund “Capital China New Opportunities Fund”
We launched oversea equity fund “Capital Industrialized Countries Equity Income Fund”
We launched umbrella fixed income funds ”Capital China High Yield Bond Fund” & “Capital RMB Money Market Fund”
We launched umbrella overseas equity funds “Capital US Opportunity Fund” & “Capital Global Biotech Fund”
We launched 1st overseas fixed income fund “Capital Asia Bond Fund”
We launched 1st equity index fund “Capital Taiwan Equity Index Fund”
We launched overseas fixed income fund “Capital Global Emerging Markets Bond Fund”
We launched oversea equity fund “Capital ASEAN Fund”
We launched oversea equity fund “Capital India Medium And Small Cap Equity Fund”
We launched oversea equity fund “Capital Emerging Market Domestic Demand Fund”
We launched oversea equity fund “Capital Greater China Fund”
We secured QFII status for the 1st time, and become one of the first wave of domestic fund operators authorized to make direct investment in A shares
We raised 1st China Theme Fund, “Capital China Golden Age Equity Fund”
We unveiled our new Corporate Identity.
We launched 1st multinational equity fund “ Capital Emerging Markets Fund”
We launched 1st Real Estate Securitization Fund “Capital Global REITs Balanced Fund”
Our AUM of Hedge Fund exceeded NTD 10 billion, ranking the 1st in the industry
We launched 1st multinational fund “Capital Asia-Pacific Mega-Trend Balance”
“Capital Strategic Balanced Fund” became the first to receive a 6-month module patent protection.
We made offshore investment footprint outside Taiwan and issued 1st fund of funds product ”Capital Multi-Income Allocation Fund”。
We launched hedge fund business with a starting AUM of over NTD 4 billion
Our AUM exceeded NTD 160 billion
We adopted and launched proprietary “Investment Risk Management System”
We became the 1st in the industry to use “customized Key-In system”
Our AUM exceeded NTD 100 billion
We set up branch office in Taichung
Our private banking business was approved and launched
Our AUM exceeded NTD 50 billion
Our 1st balanced fund “Capital Balance Fund” was launched
We set up branch office in Kaohsiung
Our AUM exceeded NTD 30 billion、then NTD 40 billion marks
Our 1st money market fund “ Capital Income Fund” was launched
Capital Investment Trust Corporation was first founded
Our 1st mutual fund “Capital Medium and Small Cap Fund” was launched