Fuh Hwa U.S. Treasury 20+ Year ETF (00768B)

Overview

The Fuh Hwa U.S. Treasury 20+ Year ETF, managed by Fuh Hwa Securities Investment Trust Co., Ltd., is an exchange-traded fund that focuses on investing in long-term U.S. Treasury securities, particularly those with maturities greater than 20 years. Established in 2019, this fund is designed to offer investors broad exposure to the U.S. long-duration government bond market, enabling them to track long-term interest rate movements and diversify their portfolios away from equity and credit risks. By aiming to closely follow the Bloomberg U.S. Treasury 20+ Year Index, the ETF adopts a passive management strategy, focusing on replicating the index’s performance through holding U.S. government bonds in proportionate weights. This makes the Fuh Hwa U.S. Treasury 20+ Year ETF a substantial tool for investors in Taiwan, both institutional and individual, seeking stable and high-quality U.S. government debt exposure without direct currency exposure to the U.S. dollar. The fund's approach and significant assets under management underscore its role in enabling investors to manage duration risk or serve as a hedge within diversified investment portfolios.

Products and Services

• Fuh Hwa U.S. Treasury 20+ Year ETF

  This exchange-traded fund offers investors targeted exposure to long-term U.S. Treasury securities, specifically those with maturities of more than 20 years. By closely tracking the Bloomberg U.S. Treasury 20+ Year Index, the ETF seeks to mirror the index's allocation strategy, investing in U.S. government bonds in similar weights. This approach is intended to provide a reliable vehicle for monitoring long-term U.S. interest rate movements, aiding in portfolio diversification against equity and credit risks. As a passive investment fund, it allows both institutional and individual investors from Taiwan access to a critical segment of the U.S. fixed income market without the need to directly engage with the U.S. dollar market. This product serves as a key tool for those looking to manage duration risk or implement a hedge within their investment portfolios, offering a transparent and direct investment method aligned with achieving benchmark returns.