Samsung Asset Management said it will newly list the "KODEX Samsung Electronics SK hynix Bond Mix 50" ETF on the 7th, focusing investments on Samsung Electronics and SK hynix, the leading domestic semiconductor stocks, while adding stability with high-grade bonds.
This ETF invests half of its assets, with up to 25% each, in Samsung Electronics and SK hynix. The remaining 50% is filled with high-grade domestic bonds such as Treasurys to achieve an asset allocation effect.
At a time when external volatility is intensifying due to the recent Iran war, the ETF pursues a strategy that seeks both capital gains from rising share prices and interest revenue from bonds. It captures gains from a rebound in the semiconductor cycle, while in downturns, the 50% bond allocation acts as a buffer.
Another positive backdrop is that, following Korea's decision to join the World Government Bond Index (WGBI), large-scale foreign capital is flowing into the domestic bond market, producing a rate-stabilizing effect.
Under retirement pension rules, risky assets with high equity weightings can make up only up to 70% of an account, but KODEX Samsung Electronics SK hynix Bond Mix 50 is classified as a bond-mix type with a safe-asset share of 50% or more, allowing up to 100% investment in retirement pension accounts.
Lim Tae-hyeok, head of ETF management at Samsung Asset Management, said, "It will be a smart investment alternative for investors who want to raise their semiconductor stock exposure while maintaining stability in retirement pension accounts."