Fund Manager:
Dai Shin Investment Trust

Fund Name:
Dai Shin SRI Fund (Nick name: Dai Shin Happiness Sharing SRI Fund)

Launch Date:
Oct-06

Screening (except economy):
Ethical management, environmental performances and social responsibility

KEY Characteristics:
Dai Shin SRI Fund first of all builds sets of portfolios composed of stocks that are expected to show sustainable financial growth in the long term. Then, it reviews and selects those target companies based on the following three criteria: (1) ethical management and good governance; (2) environmental awareness; and (3) corporate social contribution. Over 70% of the fund's assets is to be allocated into equity.