Hanwha Asset Management announced on the 10th that it will newly list the 'PLUS U.S. S&P 500 Government Bonds Mixed 50 Active' exchange-traded fund (ETF), which invests 50% in the U.S. S&P 500 Index and 50% in U.S. Government Bonds.
This ETF is designed for investors who want to invest a significant proportion in the S&P 500 for long-term in their retirement pension (DC·IRP) accounts. By using this product, investors can invest up to 85% of their retirement pension account in the S&P 500 Index.
It invests 70% of the retirement pension in the overseas stock-type PLUS U.S. S&P 500 ETF and allocates the remaining 30% to the PLUS U.S. S&P 500 Government Bonds Mixed 50 Active ETF. This allows for an additional 15% investment in the S&P 500 Index.
Currently, regulations allow up to 70% of assets in retirement pension accounts to be invested in risky assets such as stocks. The remaining 30% must be filled with safe assets such as deposits, loans, and bonds. Among ETFs, bond-type ETFs and bond mixed-type ETFs are classified as safe assets.
The PLUS U.S. S&P 500 Government Bonds Mixed 50 Active ETF invests 50% in the S&P 500 and 50% in U.S. Government Bonds with a remaining maturity of less than 3 months. It has included the S&P 500 up to the maximum proportion (50%) allocated to stocks in a bond mixed-type ETF.