Samsung Small and Mid-Cap FOCUS Fund Wins Morningstar Fund Awards

[Asia Economy Reporter Minji Lee] Samsung Small and Mid-Cap FOCUS Fund announced on the 3rd that it was selected as the 'Best Korean Small and Mid-Cap Fund' at the 2021 'Morningstar Fund Awards' presented by Morningstar, a global independent investment research company.

The Morningstar Fund Awards are selected based on quantitative methods supplemented by qualitative judgment. For the category of fund types, funds that have been managed for at least five years are evaluated, with emphasis on 1-year, 3-year, and 5-year performance and risk, and the fund with the highest score is selected.

The Samsung Small and Mid-Cap FOCUS Fund invests in high-quality mid-cap stocks that are growing into large-cap stocks. It follows the principle of value investing combined with growth potential, based on a philosophy of value investing, sustainable growth companies, and long-term investment. Since its launch in 2007, it has been managed with a consistent investment strategy and philosophy without changing fund managers, and a research organization segmented by industry supports stable management. As of the end of last month, the 3-month and 1-year returns were 19.24% and 62.60%, respectively, and the fund size is approximately 280 billion KRW.

Min Sua Min, Executive Director of Samsung Active Asset Management, stated, “Over the past 15 years, based on the management philosophy of ‘investing in the changes of the world,’ we have sought to discover companies with the competitiveness to lead these changes and share their growth with fund investors. We will continue to do our best to discover and invest in small but strong companies and become a reliable fund that achieves good results.”