Korea Investment & Securities Co. said on the 16th that it launched the 4th integrated managed account (IMA) product. The subscription period runs from today through the 24th.
The newly launched "Korea Investment IMA S4" is designed as a closed-end structure with a two-year maturity, and the minimum subscription amount is 1 million won. The offering size is 300 billion won, and the revenue paid to customers is ultimately determined by the management performance and asset value at maturity.
This product will be operated with relatively stable corporate finance asset such as domestic acquisition finance and corporate loans as its core asset. With a strategy that prioritizes stable principal preservation while seeking excess returns over market interest rates, it diversifies into alternative investment asset that ordinary individual investors have found difficult to access directly.
An IMA is a principal-guarantee-obligation product in which a securities company pools customer deposits to invest in corporate finance asset and returns the management results to customers. Since the first product launch at the end of last year, funds have flowed in over a short period, and it is establishing itself as a new alternative investment product, mainly among individual investors. Through the third product, the cumulative offering size of the Korea Investment & Securities Co. IMA is about 2.1 trillion won.
It is also holding an event for IMA investors. For branch customers, coffee coupons and mobile gift certificates (up to 1 million won) will be provided according to the investment amount, and a prize draw event for high-value investors will also be held, offering items such as a massager and Apple AirPods Max. Customers who open a branch account for the first time will also receive Starbucks mobile gift certificates according to the amount they subscribe to IMA S4.