Multi Asset

TIP FTSE Taiwan-US Strategic Precision High Yield Balanced Index

Overview

The TIP FTSE Taiwan-US Strategic Precision High Yield Balanced Index integrates the TIP Customized Taiwan Momentum Dividend Highlight Index with the FTSE US Corporate 1-10yr Credit Select Index TWD. Depending on the ex-dividend period, the index features two specific asset allocation patterns aimed at capturing high dividends while securing robust downside protection. Enhanced by "economic indicator signals" for strategic asset allocation between equities and bonds, the index dynamically adapts to market shifts to represent a portfolio with high dividend and capital growth. By harmonizing equity momentum with the stability of US investment-grade credit, it provides a comprehensive benchmark for a balanced portfolio, achieving both income stability and long-term growth for investors seeking resilient returns across diverse economic cycles while optimizing risk-adjusted performance targets.

Index Performance

Accumulated Return
1 Month -
3 Months -
6 Months -
1 Year -
3 Years -
5 Years -
Annualized Return
1 Year -
3 Years -
5 Years -
Annualized Standard Deviation
1 Year -
3 Years -
5 Years -
※The index performance is calculated through its total return index values.