If You're Wondering 'Which Fund to Choose'... 'Meritz Fund Master Wrap'

[Asia Economy Reporter Ji Yeon-jin] Meritz Securities (CEO Choi Hee-moon) is selling the ‘Meritz Fund Master Wrap,’ which diversifies investments across domestic and overseas funds. The Meritz Fund Master Wrap is a wrap account where experts directly select and manage funds for customers who are interested in fund investment but are unsure which funds to buy.

It is managed through collaboration between Meritz Securities’ Research Center and Product Department. The Research Center selects promising assets and countries for investment based on global economic and market outlooks, and proposes asset allocation strategies accordingly. Fund experts select and invest in funds with excellent performance and philosophy. Regular monitoring and asset rebalancing are conducted through monthly asset allocation strategy meetings to build an appropriate portfolio that responds to market conditions.

Since Lee Kyung-soo was appointed as head of the Research Center in 2016, Meritz Securities’ Research Center has established itself as a ‘next-generation research powerhouse,’ having been rated first grade for five consecutive years in the National Pension Service’s brokerage evaluation.

The minimum subscription amount is 100,000 KRW, and investment is also possible through installment savings. The contract period is one year, but early termination is allowed without any separate fees, which is also noteworthy. The current management status and future management strategies can be transparently confirmed through quarterly operation reports.