MSCI Taiwan Financials Index

The MSCI Taiwan Financials Index is designed to measure the performance of the large and mid-cap segments of the Taiwan equity universe. All securities in the index are classified in the Financials sector as per the Global Industry Classification Standard (GICS®).

Index code	118930
Index type	Equity
Benchmark administrator	MSCI LIMITED
Div Yld (%)	3.04
P/E	17.58
P/E Fwd	14.68
P/BV	1.89

Number of constituents	16
Index Market Cap	$276.64 B
Largest constituent Market Cap	$38.15 B
Smallest constituent Market Cap	$3.88 B
Average constituent Market Cap	$17.29 B
Median constituent Market Cap	$16.05 B
Does this benchmark pursue ESG objectives?	No

Data as of Sept. 30, 2026

		Annualized std dev (%)²	Sharpe ratio^2,3	Maximum drawdown
MSCI Taiwan Financials Index	2.64	18.25	19.42	17.23	1.41	0.70	0.85	68.30	2008-04-16 - 2009-03-03
MSCI ACWI IMI Index	2.62	12.22	15.06	14.97	1.28	0.53	0.67	58.59	2007-10-31 - 2009-03-09

Ticker	Provider	Name	Product type	Index name	Currency
0055 TT	Yuanta Securities Investment Trust Co., Ltd.View Account Hierarchy	Yuanta/P-shares MSCI Taiwan Financials ETF	ETF	MSCI Taiwan Financials Index

ESG metrics

Summary

MSCI Taiwan Financials Index

Implied Temperature Rise

> 1.5°C - < 2°C

100.0% coverage

MSCI ACWI IMI Index

Implied Temperature Rise

> 2.0°C - < 3.2°C

94.0% coverage

MSCI Taiwan Financials Index	Score	Coverage
ESG Score	8.7	100.0%
UN Global Compact Violations % (*)	0.0%	100.0%
Red Flag ESG Controversies % (*)	0.0%	100.0%

MSCI ACWI IMI Index	Score	Coverage
ESG Score	6.7	88.0%
UN Global Compact Violations % (*)	0.1%	99.8%
Red Flag ESG Controversies % (*)	0.1%	99.8%

(*) Additional ESG factor not mentioned in the regulation but provided for transparency purposes.

Data available as of Sept. 2026. The information was updated as part of the regular monthly update cycle. Data available as of Sept. 2026. The information was updated as part of the regular monthly update cycle.

MSCI ESG and climate ratings, research and data are produced by MSCI Solutions LLC, a subsidiary of MSCI Inc. MSCI Sustainability Indexes, Analytics, Real Assets, and Private Capital Solutions are products of MSCI Inc. that utilize information from MSCI Solutions LLC. MSCI Indexes are administered by MSCI Limited and MSCI Deutschland GmbH.

Consolidated environmental rating distribution

MSCI Taiwan Financials Index

MSCI ACWI IMI Index

MSCI Taiwan Financials Index	Score	Coverage
Environmental Pillar Score	8.1	100.0%
Aggregated Climate VaR %	-7.5%	--
Policy Risk Climate VaR %	-0.7%	100.0%
Technology Opportunities Climate VaR %	0.1%	100.0%
Physical Risk Climate VaR %	-5.8%	100.0%
Fossil Fuel-Based Sector Exposure (NACE) %	0.0%	100.0%
Enterprise Carbon Intensity (t CO2e/$M EVIC)	61.4	100.0%
Reported Emissions %	100.0%	--
Estimated Emissions %	0.0%	--
Wtd Avg Carbon Intensity (t CO2e/$M Sales)	307.5	100.0%
High Climate Impact Sector Exposure %	0.0%	100.0%
Fossil Fuel Reserves % (*)	0.0%	100.0%
Green Revenue	0.2	100.0%
Green Capex %	--	0.0%
Green Bonds % (**)	--	--

MSCI ACWI IMI Index	Score	Coverage
Environmental Pillar Score	5.7	88.0%
Aggregated Climate VaR %	-16.4%	--
Policy Risk Climate VaR %	-13.5%	96.1%
Technology Opportunities Climate VaR %	1.3%	63.6%
Physical Risk Climate VaR %	-4.6%	96.3%
Fossil Fuel-Based Sector Exposure (NACE) %	7.0%	100.0%
Enterprise Carbon Intensity (t CO2e/$M EVIC)	320.1	97.2%
Reported Emissions %	90.6%	--
Estimated Emissions %	9.3%	--
Wtd Avg Carbon Intensity (t CO2e/$M Sales)	894.6	96.8%
High Climate Impact Sector Exposure %	63.2%	100.0%
Fossil Fuel Reserves % (*)	5.1%	99.1%
Green Revenue	9.6	99.5%
Green Capex %	0.4%	13.7%
Green Bonds % (**)	--	--

(*) Additional ESG factor not mentioned in the regulation but provided for transparency purposes.

(**) The universe of self-labelled green bonds is sourced from Refinitiv and Climate Bonds Initiative. Bonds included in the MSCI Fixed Income Indexes that are not identified as selflabelled green bonds based on data from Refinitiv and Climate Bonds Initiative are deemed non-compliant with the green bond criteria as defined by the MSCI ESG Research Green Bond Assessment methodology. Such bonds are counted towards the Coverage %.

MSCI Taiwan Financials Index	Score	Coverage
Social Pillar Score	5.9	100.0%
Controversial Weapons %	0.0%	100.0%
Tobacco Involvement - Highly Restrictive %	0.0%	--
Tobacco Involvement - Moderately Restrictive % (*)	0.0%	100.0%
Social Violations (Count)	0.0	100.0%
Social Violations (% of Constituents)	0.0%	100.0%
Lack of Due Diligence Policy (ILO) %	0.0%	100.0%
Gender Pay Gap	7.9	93.3%
Female:Male Board Diversity Ratio	35.6	100.0%
Total Recordable Injury Rate	1.3	100.0%
Bribery and Corruption Controversies (Sum)	0.0	100.0%

MSCI ACWI IMI Index	Score	Coverage
Social Pillar Score	4.9	88.0%
Controversial Weapons %	0.4%	99.9%
Tobacco Involvement - Highly Restrictive %	0.7%	--
Tobacco Involvement - Moderately Restrictive % (*)	0.6%	99.9%
Social Violations (Count)	11.0	99.8%
Social Violations (% of Constituents)	0.1%	99.8%
Lack of Due Diligence Policy (ILO) %	22.7%	96.9%
Gender Pay Gap	14.1	83.9%
Female:Male Board Diversity Ratio	55.1	96.4%
Total Recordable Injury Rate	4.0	69.1%
Bribery and Corruption Controversies (Sum)	106.0	99.8%

MSCI Taiwan Financials Index	Score	Coverage
Governance Pillar Score	6.3	100.0%
Board Independence	83.3	100.0%
Board Gender Diversity	24.9	100.0%

MSCI ACWI IMI Index	Score	Coverage
Governance Pillar Score	5.8	88.0%
Board Independence	78.7	97.7%
Board Gender Diversity	33.5	97.7%

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MSCI Taiwan Financials Index

Score

Coverage

ESG Score

8.7

100.0%

UN Global Compact Violations % (*)

0.0%

100.0%

Red Flag ESG Controversies % (*)

0.0%

100.0%

MSCI ACWI IMI Index

Score

Coverage

ESG Score

6.7

88.0%

UN Global Compact Violations % (*)

0.1%

99.8%

Red Flag ESG Controversies % (*)

0.1%

99.8%

MSCI Taiwan Financials Index

Score

Coverage

Environmental Pillar Score

8.1

100.0%

Aggregated Climate VaR %

-7.5%

Policy Risk Climate VaR %

-0.7%

100.0%

Technology Opportunities Climate VaR %

0.1%

100.0%

Physical Risk Climate VaR %

-5.8%

100.0%

Fossil Fuel-Based Sector Exposure (NACE) %

0.0%

100.0%

Enterprise Carbon Intensity (t CO2e/$M EVIC)

61.4

100.0%

Reported Emissions %

100.0%

Estimated Emissions %

0.0%

Wtd Avg Carbon Intensity (t CO2e/$M Sales)

307.5

100.0%

High Climate Impact Sector Exposure %

0.0%

100.0%

Fossil Fuel Reserves % (*)

0.0%

100.0%

Green Revenue

0.2

100.0%

Green Capex %

0.0%

Green Bonds % (**)

MSCI ACWI IMI Index

Score

Coverage

Environmental Pillar Score

5.7

88.0%

Aggregated Climate VaR %

-16.4%

Policy Risk Climate VaR %

-13.5%

96.1%

Technology Opportunities Climate VaR %

1.3%

63.6%

Physical Risk Climate VaR %

-4.6%

96.3%

Fossil Fuel-Based Sector Exposure (NACE) %

7.0%

100.0%

Enterprise Carbon Intensity (t CO2e/$M EVIC)

320.1

97.2%

Reported Emissions %

90.6%

Estimated Emissions %

9.3%

Wtd Avg Carbon Intensity (t CO2e/$M Sales)

894.6

96.8%

High Climate Impact Sector Exposure %

63.2%

100.0%

Fossil Fuel Reserves % (*)

5.1%

99.1%

Green Revenue

9.6

99.5%

Green Capex %

0.4%

13.7%

Green Bonds % (**)

FUBON FINANCIAL HOLDING	13.77%
CTBC FINANCIAL HOLDING	12.41%
CATHAY FINANCIAL HOLDING	11.48%
TS FINANCIAL HOLDING CO	10.29%
YUANTA FINANCIAL HOLDING	7.98%
E.SUN FINANCIAL HOLDINGS	7.33%
KGI FINANCIAL HOLDING CO	6.44%
MEGA FINANCIAL HOLDING	6.13%
SINOPAC HOLDINGS	5.85%
FIRST FINANCIAL HLDG CO	4.67%

		Annualized std dev (%)²			Sharpe ratio^2,3			Maximum drawdown
Index	Turnover(%)¹	3 YR	5 YR	10 YR	3 YR	5 YR	10 YR	%	Period YYYY-MM-DD
MSCI Taiwan Financials Index	2.64	18.25	19.42	17.23	1.41	0.70	0.85	68.30	2008-04-16 - 2009-03-03
MSCI ACWI IMI Index	2.62	12.22	15.06	14.97	1.28	0.53	0.67	58.59	2007-10-31 - 2009-03-09

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MSCI Taiwan Financials Index

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ESG metrics

Summary

MSCI Taiwan Financials Index

MSCI ACWI IMI Index

Consolidated environmental rating distribution

MSCI Taiwan Financials Index

MSCI ACWI IMI Index

Consolidated social rating distribution

MSCI Taiwan Financials Index

MSCI ACWI IMI Index

Consolidated governance rating distribution

MSCI Taiwan Financials Index

MSCI ACWI IMI Index

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ESG metrics

Summary

MSCI Taiwan Financials Index

MSCI ACWI IMI Index

Consolidated environmental rating distribution

MSCI Taiwan Financials Index

MSCI ACWI IMI Index

Consolidated social rating distribution

MSCI Taiwan Financials Index

MSCI ACWI IMI Index

Consolidated governance rating distribution

MSCI Taiwan Financials Index

MSCI ACWI IMI Index

Index risk and return characteristics

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