Korea Investment Trust Management announced on the 9th that the total assets of three funds in the Korea Investment ETF accumulation fund series, which is an ETF Managed Portfolio (EMP), have exceeded 30 billion won.
According to financial information provider FnGuide, as of the closing price on the 5th, the total assets of the three Korea Investment ETF accumulation funds were recorded at 30.1 billion won. The influx of funds is attributed to an increase in demand for exchange-traded funds (ETFs).
The Korea Investment US NASDAQ + ETF accumulation fund has assets of 15.1 billion won, the Korea Investment Global Growth ETF accumulation fund has 12.3 billion won, and the Korea Investment Income Share ETF accumulation fund H has 2.6 billion won, indicating that the inflow has more than doubled since the beginning of the year. The one-month revenue rates based on the C-Re class are 6.48%, 5.84%, and 1.62%, respectively.
The Korea Investment Global Growth ETF accumulation fund is a ultra-diversified investment product that makes diversified investments in various domestic and foreign ETFs, including ACE ETFs. It is managed by selecting ETFs through an artificial intelligence (AI) developed in-house at Hanwha Asset Management and the responsible fund manager.
This fund focuses on ETFs related to five future growth themes: AI & data, semiconductors, next-generation services, supply chain restructuring, and branding, taking into account five factors: performance, AI score, big data score, recommendation intensity, and fund flow. The ETFs included will be rebalanced monthly to reflect market conditions.
The Korea Investment US NASDAQ + ETF accumulation fund includes a core portfolio of ETFs tracking the NASDAQ 100 index and aims to pursue excess revenue by incorporating high-growth individual U.S. stocks, thematic ETFs, and U.S. initial public offering (IPO) stocks into its strategic portfolio. The Korea Investment Income Share ETF accumulation fund, launched in April, was created in response to the recent increased demand for income-type products. It utilizes a strategy of diversifying investments in various ETFs, including covered calls, high-yield, high-dividend, and comprehensive bonds, to reduce volatility and pursue stable revenue through diversified investments.
Je Min-jeong, head of the global quantitative management department at Hanwha Asset Management, noted, "The Korea Investment ETF accumulation fund series is an efficient investment alternative that can resolve difficulties individuals may encounter during the ETF investment process in one fund," adding, "We will continue to deliver results through the synergy between the expertise of fund managers and the AI we developed ourselves."