KB Asset Management said on the 14th that it launched a domestic equity fund that simultaneously invests in corporations benefiting from separate taxation of dividends and in growth value stocks, KB New High-Dividend Securities Feeder Investment Trust (Equity).
The fund responds to the government's dividend expansion policy and the trend of advancing the capital market, and is characterized by implementing a differentiated K-high-dividend strategy from existing high-dividend funds.
The fund selectively invests in ▲ high-dividend stocks benefiting from separate taxation of dividend income (60% or more) ▲ corporations with reduced-capital dividends ▲ growth value stocks with high structural growth potential, pursuing both stable dividend income and share price gains.
It concentrates investment in issues that meet the dividend income strategy requirements, such as a dividend payout ratio of 40% or more, or a payout ratio of 25% or more with a year-over-year increase of 10% or more in cash dividends.
It also selectively invests in corporations that strengthen shareholder returns through reduced-capital dividends using capital reserves. A reduced-capital dividend is a method of paying dividends from capital reserves, which does not incur dividend income tax and can contribute to increasing investors' actual receipts.
In addition, it seeks extra revenue by investing in corporations within industries with strong global growth and competitiveness, such as artificial intelligence (AI) semiconductors, power equipment, nuclear power, and biotech.
KB New High-Dividend Fund can be subscribed to through major distributors such as KB Kookmin Bank, Woori Investment & Securities, and Daishin Securities.
Beom Gwang-jin, head of Pension WM at KB Asset Management, said, "With policy changes such as separate taxation of dividend income and expanded share cancellations, the appeal of high-dividend investing is increasing," adding, "KB New High-Dividend Fund, which pursues both dividend stability and growth, will be an effective alternative for investors seeking stable returns."