KGI Securities Investment Trust Co. Ltd. (KGI SITC) was established on April 19, 2001 with capital of NT$300mn.  While moving towards its three major goals of new product development, fund performance enhancement and customer service refinement, KGI SITC aims to create wealth for its clients and to be their life-long financial partner.   

The research and investment personnel of KGI SITC all have a solid financial backgrounds and the team has achieved outstanding results.  Staff have at least eight years of investment experience.  Thanks to this substantial research ability, KGI Pioneer Fund was awarded ¡§Best Domestic Equity Fund (one year category)¡¨ by the Taipei Foundation of Finance in 2004.  

While KGI SITC already boasts products covering all major markets in the world, it still continued to break new ground in product development in 2007.  Ahead of competitors, KGI SITC launched KGI Pan-Asia Taiwan Enterprises Fund, the first Taiwanese fund to invest directly in Vietnam's equity market.  In the second half of 2007, KGI launched the Taiwan Technology Focus Fund, a domestic equity fund.  In total, KGI SITC managed nine public offering funds in 2007. 

KGI SITC has been actively developing innovative, specialized financial products with added-value since the Securities Investment and Consulting Act was passed in 2004.  It has also entered the privately-raised fund market, answering demand from high net worth individuals.  Ahead of most peers, KGI SITC launched its first privately-raised fund in April 2005.  Six privately-raised funds have been launched since, covering financial asset securitization, convertible bonds and equities.  KGI SITC was also first to launch a financial asset securitization fund in Taiwan.  Meanwhile, the KGI convertible bonds fund has been a top performer.

KGI SITC has also obtained a license for discretionary fund management, which allows it to customize investment solutions to meet different clients' needs.  Total managed assets, including public offering funds, privately-raised funds and discretionary funds, reached NT$16.21bn as of the end of 2007.