Yuanta Securities Korea said on the 12th that the balance of the "Yoo Dong-won global wrap series" has surpassed 1 trillion won. Comprising a total of five products, the Yoo Dong-won global wrap series provides customized portfolios based on an asset allocation model, clients' investment tendencies, and global market trends.
Starting in 2019 with the "global asset allocation wrap," which diversifies investments across various asset classes, Yuanta Securities Korea successively introduced the "global home run wrap," which focuses on leading global corporations, and the "global single wrap," which increases the weight of lower-volatility assets such as bonds and gold.
In 2023, it launched the "global installment wrap," which lowered the minimum subscription requirement, and last year it also rolled out the "Asia home run wrap," which invests in corporations in major Asian markets.
Yoo Dong-won, head of global asset allocation at Yuanta Securities Korea and leader of the Yoo Dong-won global wrap series, said, "Thanks to the continued trust of clients, net inflows reached about 228 billion won in 2024 and about 280 billion won through August this year, with the scale of inflows increasing year after year," and added, "We will continue to pursue management that seeks both stability and growth through systematic asset allocation and thorough risk management."