Current Investment Conditions

Fubon Life's investment team is dedicated to staying abreast of the latest market developments and making adjustments as needed to investment portfolios and positions, thereby maintaining stable investment performance. As of the end of 2018, total investment assets increased to NT$3.6223 trillion, representing an annual growth rate of 7%, and total investment income amounted to NT$130.7 billion, once again setting outstanding new performance records for the Company. Going forward, Fubon Life will continue to optimize its investment portfolio while complying with the Principles for Responsible Investment in order to produce excellent mid-term and long-term investment performance.

A diversified investment portfolio consisting primarily of foreign corporate bonds and financial bonds currently accounts for 57% of Fubon's investment assets portfolio. The portfolio has a primary focus on investments in North America.

Investment Portfolio Composition

Investment Portfolio Composition

Fixed Income from Overseas Investments, by Region

Fixed Income from Overseas Investments, by Region

Fubon Life has maintained an impressive record of investment performance. Total investment income in 2018 was 4% higher than 2017. Recurring investment income was the main source of investment income, one that continues to grow each year.

Breakdown of Investment Income

NTD, in billions

Breakdown of Investment Income

As of December 2018, Fubon Asset Management maintains positions in a total of 56 different types of mutual funds, including 7 domestic equity funds, 2 Money Market funds, 37 exchange-traded funds (ETFs), and 10 international funds, amounting to over NT$151.6 billion in assets under management.

Fubon Asset Management Co., Ltd. Mutual Fund

NTD, in billions

Fubon Asset Management Co., Ltd. Mutual Fund