Samsung Asset Management said on the 2nd it will launch the "Auto-Investing EMP Target Conversion Fund No. 6."
According to Samsung Asset Management, the product maintains the same strategy as the No. 5 fund and pursues a balance of stability and profitability. It will allocate at least 50% to bonds and less than 50% to stocks, adjusting the weights flexibly depending on market conditions.
When the 7% target return is reached, it will shift to short-term bond-related assets and liquidity assets to preserve revenue. Samsung Asset Management noted that there is no separate redemption fee for early withdrawals, improving investment convenience.
The core of the management strategy is to build an optimal portfolio that responds to market changes by combining bonds and stocks in a balanced way. For bonds, it will derive the optimal target duration (weighted average maturity) based on Samsung Asset Management's own base rate forecasting model and seek revenue stably by adjusting the weights of short-, mid-, and long-term bond ETFs. For stocks, it will invest in 12 sector and theme ETFs expected to benefit from government policies, such as semiconductors, secondary batteries, and AI power equipment, and plans to maximize excess revenue by adjusting weights in line with price momentum driven by market trends.
Manager Lee Jeong-taek of Samsung Asset Management said, "The popularity of the Auto-Investing EMP Target Conversion Fund series is the result of the strong trust investors have placed in the accumulated management experience and performance amid market changes," adding, "In the new year, when uncertainty persists, we will meet investors' expectations through more sophisticated portfolio construction and thorough risk management.".
Meanwhile, Auto-Investing EMP Target Conversion No. 6 will open for subscriptions in sequence at KB Kookmin Bank, Hana Bank, Shinhan Bank, Woori Bank, Busan Bank, and KakaoBank on the 2nd; Kwangju Bank on the 5th; KB Securities on the 6th; Samsung Securities on the 7th; Meritz Securities on the 9th; and NH Investment & Securities on the 12th. The fund's inception date is on the 19th.