Korea Investment Trust Management's assets under management are rapidly increasing.
According to the Korea Exchange on the 17th, Korea Investment Trust Management's assets under management reached 60 trillion won as of the end of November, growing by more than 16 trillion won this year alone. In particular, the net worth of the ACE ETF reached 12.7 trillion won as of the 12th, and its market share increased from 4.89% at the end of last year to 7.37%.
The series titled "Korea Investment TDF Automated ETF Focus Fund" has ranked first in revenue among all vintages as of the 13th since its establishment in November 2022. The series' assets under management have grown to 225.7 billion won, increasing by approximately 175 billion won compared to the end of 2023, marking a nearly four-fold growth.
The retirement pension robo-advisors are also showing solid performance. According to the Koscom Robo-Advisors Testbed Center, the average accumulated revenue of the 'KimRobo' algorithms as of the 11th reaches 24.01%, which is the highest among the average accumulated revenues of all 17 participating firms that passed the ongoing '22nd Retirement Pension Robo-Advisors Testbed Regular Review' by Koscom.
The flagship product, ACE ETF, is also experiencing steady growth. As of the 12th, the net worth of the "ACE Global Semiconductor TOP4 Plus SOLACTIVE ETF" reached 381.3 billion won, more than 3.4 times the 111.2 billion won at the end of last year. The current weight of the included stocks is: ▲NVIDIA (22.08%) ▲TSMC (21.82%) ▲SK Hynix (19.41%) ▲ASML (17.96%).
ETFs investing in large U.S. tech corporations are also gaining popularity. The ACE U.S. Large Tech TOP7 Plus ETF includes the top 10 corporations by market capitalization listed on the U.S. Nasdaq. This ETF has surpassed a net worth of 500 billion won, with over 184 billion won of individual funds net inflow this year. The revenue since its listing is 83%.
The company bond public fund series titled "Korea Investment Credit Focus ESG Fund" is nearing an asset size of 2 trillion won. As of the 13th, the asset size stands at 1.9191 trillion won, up 278.37% compared to 507.2 billion won at the end of last year. The one-year revenue of the 'Korea Investment Global AI & Semiconductor TOP10 Fund' among overseas stock funds recorded 57.87%.
On the 11th, the Korea Investment Global New Growth Fund, a profit-sharing public fund, achieved a target revenue of 20% and was early redeemed. It recorded high revenues by investing in overseas stocks in seven new growth themes such as artificial intelligence and semiconductors, reaching the target faster than maturity.
A representative of Korea Investment Trust Management noted, "The main reason we were able to achieve good results this year is that we have established a business model for product development, marketing, and management," adding that they pushed the management strategy based on the fundamental philosophy of "investments that allow customers to make money."
Meanwhile, all products mentioned in the text are performance-linked products, and past performance does not guarantee future performance, and capital loss may occur depending on management results.