Awards Record

  • TFF BEST
    FUND AWARDS

  • S&P
    FUND AWARDS

  • OTHER AWARDS

  • 2017

    Capital OTC Fund is awarded「The Best 10-Year OTC Equity Fund」、「The Best 5-Year OTC Equity Fund」、「The Best 3-Year OTC Equity Fund」

  • 2016

    Capital OTC Fund is awarded「The Best 10-Year OTC Equity Fund」、「The Best 5-Year OTC Equity Fund」、「The Best 3-Year OTC Equity Fund」

  • 2015

    Capital OTC Fund is awarded「The Best 10-Year OTC Equity Fund」、「The Best 5-Year OTC Equity Fund」、「The Best 3-Year OTC Equity Fund」

  • 2014

    Capital OTC Fund is awarded「The Best 10-Year OTC Equity Fund」、「The Best 5-Year OTC Equity Fund」、「The Best 3-Year OTC Equity Fund」

    Capital Multi-Asset Allocation Fund is awarded「The Best 5-Year International Fund of Funds - Balanced Fund」、「The Best 3-Year International Fund of Funds - Balanced Fund」

  • 2012

    Capital OTC Fund is awarded「The Best 3-Year OTC Equity Fund」

  • 2011

    Capital OTC Fund is awarded「The Best 5-Year OTC Equity Fund」、「The Best 3-Year OTC Equity Fund」、「The Best 1-Year OTC Equity Fund」

  • 2008

    Capital OTC Fund is awarded「The Best 1-Year OTC Equity Fund」

    Capital Medium Small Cap Fund is awarded「The Best 10-Year Medium Small Cap Fund」

    Capital Strategic Balance Fund is awarded「The Best 1-Year Modularly Fund」、「The Best 3-Year Modularly Fund」

  • 2007

    Capital Hi-Tech Fund is awarded「The Best 3-Year Equity Hi-Techs Fund 」

  • 2005

    Capital Marathon Fund is nominated「The Best 1-YearEquity Fund」

  • 2004

    Capital Marathon Fund is awarded「The Best Fund Manager」

  • 2003

    Capital OTC Fund is awarded「The Best 5-Year OTC Equity Fund」

    Capital OTC Fund is nominated「The Best 3-Year OTC Equity Fund」

  • 2002

    Capital Marathon Fund is awarded「The Best 5-Year Equity Fund」

    Capital OTC Fund is awarded「The Best 3-Year OTC Equity Fund」

    Capital Large Cap Growth Fund is awarded「The Best 3-Year Equity Fund」

    Capital Balance Fund is awarded「The Best 1-Year Balanced Fund」

  • 2001

    「The Best Equity Research Analyst」

    Capital Marathon Fund is awarded「The Best 3-Year Equity Fund」

    Capital OTC Fund is awarded「The Best 3-Year OTC Equity Fund」

  • 2000

    「The Best Fund Manager」

    Capital Medium Small Cap Fund is awarded「The Best 1-Year Equity Closed-End Fund」

    Capital Marathon Fund is awarded「The Best 3-Year Equity Fund」

    Capital OTC Fund is awarded「The Best 1-Year OTC Equity Fund」

  • 1999

    「The Best Equity Research Analyst」

    Capital OTC Fund is awarded「The Best 1-Year OTC Equity Fund」

  • 2007

    Capital Marathon Fund is awarded「The Best 10-Year Taiwan Equity Fund」

    Capital Hi-Tech Fund is awarded「The Best 3-Year Taiwan Equity Media and Info Fund」

  • 2005

    Capital OTC Fund is awarded「The Best 5-Year OTC Equity Fund」

  • 2003

    Capital OTC Fund is awarded「The Best 3-Year OTC Equity Fund」、「The Best 5-Year OTC Equity Fund」

  • 2002

    Capital Marathon Fund is awarded「The Best 5-Year Taiwan Equity Fund」

    Capital OTC Fund is awarded「The Best OTC Equity Fund」

    Capital Balance Fund is awarded「The Best 1-Year Taiwan Balanced Fund」

    Capital Money Market Fund is awarded「The Best 1-Year Money Market Fund」

  • 2001

    Capital Marathon Fund is awarded「The Best 3-Year Taiwan Equity Fund」

    Capital OTC Fund is awarded「The Best 3-Year OTC Equity Fund」

  • 2019

    Capital ICE BofAML 10+ Year US Banking Index ETF is awardedand 「Smart Taiwan Fund Awards for Bond ETF」

  • 2018

    Capital Balance Fund is awarded Taiwan Future Exchange(TAIFEX)'s 4th Future Diamond Award-Best Balance Fund

    The Asset Triple A Asset Servicing, Capital Bofa Merrill Lynch 10+ Year US Banking Index ETF is awarded Most Innovative ETF Product Awards Taiwan.Capital Marathon and Capital OTC Fund are awarded Best Fund manager Taiwan

    Benchmark Award 「aggressive allocation outstanding achiever」

  • 2017

    The Asset Triple A Asset Servicing, Fund Management and Investors Awards「Fund Management and Investors Awards 2017-Asset Management Company of the Year-Highly Commended,Taiwan」

    Capital India and Brazil Equity Fund is awarded with「the best 3 year Global Emerging Markets Equity Fund」by Lipper

  • 2016

    Benchmark Award「The Best Fund Manager」

    Capital OTC Fund is awarded Benchmark「The Best OTC Equity Fund」

  • 2015

    Asia Asset Management Taiwan Best Domestic Equity Fund

  • 2012

    Asia Asset Management CEO of the Year

  • 2010

    Capital OTC Fund is awarded Lipper Taiwan Best 10-Year OTC Equity ; Asia Asset Management Best Retail House

  • 2008

    Morningstar Fund Award 「Taiwan Best Research Team (Balanced Fund)」

  • 2007

    Capital Hi-Tech Fund is awarded「The Best 1-Year Equity Fund」「The Best 3-Year Equity Fund」

    Golden Goblet Award (by Taiwan Securities and Futures Institute):「The Best Asset Manager」

  • 2006

    Capital Investment Trust Corporation is awarded「The Best Community Service」

  • 2005

    Capital Investment Trust Corporation is awarded「The Most Innovative Product」、「The Most Improved Retail Fund House」

  • 2003

    Golden Goblet Award (by Taiwan Securities and Futures Institute):「The Best Asset Manager」

  • 2001

    Golden Goblet Award (by Taiwan Securities and Futures Institute):CEO Michael Chen is awarded the「Best Corporate Leader」

    Global Mutual Fund Award (By Standard Chartered Bank):Capital Marathon Fund is awarded「The Best 3-Year Taiwan Equity Fund」

    Global Mutual Fund Award (By Standard Chartered Bank):Capital OTC Fund is awarded「The Best 3-Year OTC Equity Fund」