How to invest in Taiwan using ETFs

How do I invest in Taiwanese stocks?

The easiest way to invest in the whole Taiwanese stock market is to invest in a broad market index. This can be done at low cost by using ETFs.

On the Taiwanese stock market you find 1 index, which is tracked by ETFs.

Alternatively, you may invest in indices on the Asia-Pacific region or emerging markets. However, with a share of less than 20% the weight of Taiwan is not significant.

0.60% p.a. - 0.74% p.a.
annual total expense ratio (TER) of Taiwan ETFs
on the Taiwanese stock market, which is tracked by ETFs
on the Taiwanese stock market
The best indices for Taiwan ETFs

Performance of Taiwanese stocks (MSCI Taiwan)

1 month: 0.46%
1 year: 14.29%
3 years: 44.18%
5 years: 70.94%

Indices in comparison

The best indices for ETFs on Taiwan

For an investment in the Taiwanese stock market, 1 index tracked by 5 ETFs are available. On the MSCI Taiwan index there are 5 ETFs. The total expense ratio (TER) of ETFs on these indices is between 0.60% p.a. and 0.74% p.a..

Index Investment focus Number of ETFs Number of constituents Short description

MSCI Taiwan

Taiwan 5 ETFs 90
(31.10.16)
The MSCI Taiwan index tracks large and mid cap equity market performance of Taiwan.
Index factsheet
ETF
ISIN
  Fund size
in m EUR
TER
in %
Use of profits Fund domicile Replication method
iShares MSCI Taiwan UCITS ETFIE00B0M63623 320 0.74% p.a. Distributing Ireland Full replication
db x-trackers MSCI Taiwan Index UCITS ETF (DR) 1CLU0292109187 135 0.65% p.a. Accumulating Luxembourg Full replication
Lyxor UCITS ETF MSCI Taiwan C-EURFR0010444786 34 0.65% p.a. Accumulating France Unfunded swap
ComStage MSCI Taiwan TRN UCITS ETFLU0392495619 19 0.60% p.a. Accumulating Luxembourg Unfunded swap
HSBC MSCI Taiwan UCITS ETF USDDE000A1JF7R7 9 0.60% p.a. Distributing Ireland Full replication
 
Index   1 month
in %
3 months
in %
6 months
in %
1 year
in %
3 years
in %
MSCI Taiwan 0.54% 6.36% 21.46% 17.60% 45.78%
Index   2016
in %
2015
in %
2014
in %
2013
in %
2012
in %
MSCI Taiwan 22.05% -2.36% 23.18% 3.42% 13.44%

Source: justETF.com; As of 30.11.16; Calculations in EUR based on the largest ETF of the respective index.

 
Alternative investment opportunities

Asia-Pacific indices with a share of Taiwan

Besides Taiwan ETFs you may consider ETFs on Asia-Pacific. In total, you can invest in 4 Asia-Pacific indices, which are tracked by 11 ETFs. The total expense ratio (TER) of ETFs on Asia-Pacific is between 0.20% p.a. and 0.74% p.a..

 
Index Investment focus Number of ETFs Number of constituents Short description
MSCI AC Asia Pacific ex Japan Asia Pacific
Taiwan: 11.54%
(31/10/2016)
1 ETF 701
(31.10.16)
The MSCI AC (All Cap) Asia Pacific ex Japan index tracks equity markets of the emerging and developed countries of the Asia and Pacific region, excluding Japan.
Index factsheet
MSCI AC Asia ex Japan Asia Pacific
Taiwan: 14.58%
(31/10/2016)
3 ETFs 622
(31.10.16)
The MSCI AC (All Cap) Asia ex Japan index tracks equity markets of the emerging and developed countries of the Asia region, excluding Japan.
Index factsheet
MSCI AC Far East ex Japan Asia Pacific
Taiwan: 16.20%
(31/10/2016)
3 ETFs 548
(31.10.16)
The MSCI AC (All Cap) Far East ex Japan index tracks equity markets of the emerging and developed countries of the East Asian region, excluding Japan.
Index factsheet
MSCI Emerging Markets Asia Asia Pacific
Taiwan: 17.51%
(31/10/2016)
4 ETFs 550
(31.10.16)
The MSCI Emerging Markets Asia index tracks large and mid cap companies from Asian emerging markets.
Index factsheet
ETF
ISIN
  Fund size
in m EUR
TER
in %
Use of profits Fund domicile Replication method
iShares MSCI AC Far East ex-Japan UCITS ETFIE00B0M63730 1,473 0.74% p.a. Distributing Ireland Optimized sampling
Amundi ETF MSCI EM Asia UCITS ETF EURFR0011020965 661 0.20% p.a. Accumulating France Unfunded swap
db x-trackers MSCI EM Asia Index UCITS ETF 1CLU0292107991 566 0.65% p.a. Accumulating Luxembourg Unfunded swap
db x-trackers MSCI AC Asia ex Japan Index UCITS ETF 1CLU0322252171 465 0.65% p.a. Accumulating Luxembourg Unfunded swap
Lyxor UCITS ETF MSCI AC Asia Pacific Ex Japan C-EURFR0010312124 271 0.60% p.a. Accumulating France Unfunded swap
SPDR MSCI EM Asia UCITS ETFIE00B466KX20 252 0.55% p.a. Accumulating Ireland Optimized sampling
iShares MSCI EM Asia UCITS ETFIE00B5L8K969 202 0.65% p.a. Accumulating Ireland Optimized sampling
Lyxor UCITS ETF MSCI AC Asia Ex Japan C-EURFR0010652867 181 0.50% p.a. Accumulating France Unfunded swap
HSBC MSCI AC Far East ex Japan UCITS ETF USDDE000A1W2EK4 160 0.60% p.a. Accumulating Ireland Optimized sampling
UBS ETF (IE) MSCI AC Asia Ex Japan SF UCITS ETF (USD) A-accIE00B7WK2W23 56 0.37% p.a. Accumulating Ireland Swap-based
db x-trackers MSCI AC Far East ex Japan Index UCITS ETF (DR) 2CIE00BGDWNL65 19 0.70% p.a. Distributing Ireland Optimized sampling
 
Index   1 month
in %
3 months
in %
6 months
in %
1 year
in %
3 years
in %
MSCI Emerging Markets Asia -0.55% 1.33% 14.13% 6.14% 27.33%
MSCI AC Asia ex Japan 0.00% 2.10% 13.85% 6.25% 27.14%
MSCI AC Far East ex Japan 0.51% 2.76% 14.80% 6.89% 25.25%
MSCI AC Asia Pacific ex Japan 1.10% 2.64% 13.40% 7.20% 24.51%
Index   2016
in %
2015
in %
2014
in %
2013
in %
2012
in %
MSCI AC Asia ex Japan 9.96% 0.45% 18.00% -2.34% 18.82%
MSCI AC Asia Pacific ex Japan 10.00% 0.05% 16.05% -1.83% 19.34%
MSCI Emerging Markets Asia 10.04% -0.05% 18.70% -3.15% 18.18%
MSCI AC Far East ex Japan 11.51% 0.18% 16.09% -1.88% 18.84%

Source: justETF.com; As of 30.11.16; Calculations in EUR based on the largest ETF of the respective index.

 

Emerging markets indices with a share of Taiwan

As further alternative you may invest in ETFs on emerging markets. In total, you can consider 3 emerging markets indices tracked by 14 ETFs. The emerging markets indices weight Taiwan with less than 20%. The total expense ratio (TER) of ETFs on emerging markets indices is between 0.20% p.a. and 0.85% p.a..

 
Index Investment focus Number of ETFs Number of constituents Short description
MSCI Emerging Markets Emerging Markets
Taiwan: 12.28%
(31/10/2016)
12 ETFs 833
(31.10.16)
The MSCI Emerging Markets index tracks stocks from emerging markets world wide (end of day).
Index factsheet
MSCI Emerging Markets Beyond BRIC Emerging Markets
Taiwan: 15.68%
(31/10/2016)
1 ETF 530
(31.10.16)
The MSCI Emerging Markets Beyond BRIC index tracks stocks from emerging markets worldwide excluding Brazil, Russia, India and China ("BRIC"). In addition, to provide greater country diversification, the weight of each single country is capped on a quarterly basis at 15%.
Index factsheet
MSCI Emerging Markets Islamic Emerging Markets
Taiwan: 6.05%
(31/10/2016)
1 ETF 234
(31.10.16)
The MSCI Emerging Markets Islamic index tracks stocks from the MSCI Emerging Markets Index which comply with Shariah investment principles. The MSCI Emerging Markets Index includes stocks from emerging markets world wide.
Index factsheet
ETF
ISIN
  Fund size
in m EUR
TER
in %
Use of profits Fund domicile Replication method
iShares MSCI Emerging Markets UCITS ETF (Dist)IE00B0M63177 4,109 0.75% p.a. Distributing Ireland Optimized sampling
UBS ETF (IE) MSCI Emerging Markets SF UCITS ETF (USD) A-accIE00B3Z3FS74 2,356 0.34% p.a. Accumulating Ireland Swap-based
Amundi ETF MSCI Emerging Markets UCITS ETF EURFR0010959676 1,455 0.20% p.a. Accumulating France Unfunded swap
db x-trackers MSCI Emerging Markets Index UCITS ETF 1CLU0292107645 1,422 0.65% p.a. Accumulating Luxembourg Unfunded swap
Lyxor MSCI Emerging Markets UCITS ETF C-EURFR0010429068 1,413 0.55% p.a. Accumulating France Unfunded swap
UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-disLU0480132876 698 0.45% p.a. Distributing Luxembourg Optimized sampling
iShares MSCI Emerging Markets UCITS ETF (Acc)IE00B4L5YC18 452 0.68% p.a. Accumulating Ireland Optimized sampling
HSBC MSCI Emerging Markets UCITS ETF USDDE000A1JXC94 248 0.40% p.a. Distributing Ireland Optimized sampling
ComStage MSCI Emerging Markets TRN UCITS ETFLU0635178014 158 0.25% p.a. Accumulating Luxembourg Unfunded swap
Source MSCI Emerging Markets UCITS ETF ADE000A1JM6G3 146 0.54% p.a. Accumulating Ireland Unfunded swap
SPDR MSCI Emerging Markets UCITS ETFIE00B469F816 128 0.55% p.a. Accumulating Ireland Optimized sampling
iShares MSCI Emerging Markets Islamic UCITS ETFIE00B27YCP72 21 0.85% p.a. Distributing Ireland Optimized sampling
Deka MSCI Emerging Markets UCITS ETFDE000ETFL342 16 0.65% p.a. Accumulating Germany Unfunded swap
SPDR MSCI EM Beyond BRIC UCITS ETFIE00BCBJFC69 6 0.55% p.a. Accumulating Ireland Optimized sampling
 
Index   1 month
in %
3 months
in %
6 months
in %
1 year
in %
3 years
in %
MSCI Emerging Markets Beyond BRIC -3.54% -2.15% 7.17% 3.22% 8.66%
MSCI Emerging Markets Islamic -2.32% -0.37% 9.45% 6.56% 4.83%
MSCI Emerging Markets -1.44% 1.37% 13.60% 7.64% 14.60%
Index   2016
in %
2015
in %
2014
in %
2013
in %
2012
in %
MSCI Emerging Markets Beyond BRIC 9.11% -8.61% 11.60% - -
MSCI Emerging Markets Islamic 12.54% -6.56% 4.07% -13.06% 8.57%
MSCI Emerging Markets 13.41% -5.55% 10.33% -8.12% 14.89%

Source: justETF.com; As of 30.11.16; Calculations in EUR based on the largest ETF of the respective index.