Last Year, Discretionary ISA Recorded an Average Cumulative Return of 32.18%

Global Stock Markets Reach All-Time Highs with Rising Returns

[Asia Economy Reporter Hwang Yoon-joo] At the end of last year, the cumulative return of discretionary Individual Savings Account (ISA) model portfolios (MP) exceeded an average of 32%.

The Korea Financial Investment Association announced on the 28th that as of the end of December 2021, the cumulative return of discretionary ISA MPs was recorded at an average of 32.18%. The survey covered 190 MPs from 23 companies that had been launched for more than three months (13 securities firms with 112 MPs, 10 banks with 78 MPs).

The cumulative return of ISA rose by 1.13 percentage points compared to the previous month (November: 31.05%). This is attributed to last year's global stock markets reaching record highs due to expectations of improved earnings.

By risk type, the returns were 57.95% for ultra-high risk, 46.06% for high risk, 27.67% for medium risk, 14.96% for low risk, and 7.58% for ultra-low risk.

Regarding cumulative returns since launch, among the total 190 MPs, approximately 85.2% (162 MPs) recorded returns exceeding 10%.

By company, Meritz Securities ranked first with an average cumulative return of 42.51%, and among individual MPs, Kiwoom Securities' Basic Investment Type (ultra-high risk) recorded the highest cumulative return of 127.18%, ranking first overall.