Shinhan Asset MegaTech Active ETF Outperforms KOSPI Returns After Listing

13.84% Return Since the Beginning of the Year
3.44%p Higher Than KOSPI's 10.40%

[Asia Economy Reporter Kwangho Lee] Shinhan Asset Management's SOL KEDI Mega Tech Active Exchange-Traded Fund (ETF) has continued to deliver outstanding performance since its listing.

The year-to-date return stands at 13.84%, outperforming the KOSPI's 10.40% by 3.44 percentage points. The 3-month and post-listing returns are 11.39% and 15.88%, respectively, surpassing the KOSPI returns across all periods since listing.

This ETF's strength lies in its active management through proactive stock inclusion based on market conditions. Notably, during the December rebalancing, it proactively included stocks related to the intelligent robot theme, including Rainbow Robotics, which is credited with achieving excellent performance.

Additionally, stocks are selected based on survey data from domestic securities firms' research center heads and best analysts, enabling rapid reflection of structurally growing industries.

The mega tech industry sectors included are intelligent robots, artificial intelligence & big data, aerospace, mobility, advanced materials, next-generation energy, media & entertainment, and customized healthcare, totaling eight fields, with the possibility of adding new themes depending on market conditions.

Key stocks include intelligent robots (SFA, Robotis), next-generation energy (Doosan Enerbility, Hanwha Solutions), and mobility (Samsung SDI, LG Energy Solution).

Juyoung Kim, Director of Equity Management at Shinhan Asset Management, stated, “Through the January rebalancing, we increased the weighting of stocks related to China's reopening and newly included the aerospace theme, which is expected to receive new investment momentum through related orders. Our goal is to consistently deliver results by leveraging the advantages of active management that can quickly respond to market trend changes.”