Samsung Asset Management "30 Billion Won Inflow into Pension Funds This Year"

Samsung Asset Management announced on the 18th that 298.1 billion KRW has been inflowed through individual pensions and retirement pensions since the beginning of the year. This accounts for more than 22% of the total 1.3488 trillion KRW inflow into pension accounts across all asset management companies, ranking first among them.

Samsung Asset Management holds a diverse lineup of overseas products tailored to the long-term investment needs of pension investors, including equity funds investing in semiconductors, artificial intelligence (AI), and the Indian market, as well as bond funds investing in emerging markets and U.S. government bonds, and has recorded high performance.

The product with the largest inflow of funds into pension accounts among Samsung Asset Management funds is the Samsung Global Semiconductor Fund. Due to high interest in the semiconductor theme recently, 35.5 billion KRW has been inflowed since the beginning of the year. The Samsung Global Semiconductor UH Fund posted a 68.2% return over the past year, ranking first among all overseas equity funds.

Another thematic fund is the Samsung Global Chat AI Fund, which focuses intensively on industries related to generative artificial intelligence. Since its launch in May last year, this fund has shown a high performance of 44.2% in about 10 months, with 13.5 billion KRW flowing into pension accounts this year alone.

The India fund, recently spotlighted as a post-China investment destination, is also attracting investors’ attention with high performance. The Samsung India Small and Mid-Cap FOCUS Fund recorded a 47.3% return over the past year, ranking first among 23 Indian equity pension funds, with 5.9 billion KRW inflowed into pension funds this year. Additionally, as the U.S. interest rate cut becomes more visible, investors are focusing on overseas bond products that can seek additional returns in the event of a rate cut.

The Samsung Nuverger Berman Emerging Government Bond Plus (UH) Fund, which diversifies investments across various emerging countries worldwide, posted a 15.9% return over the past year, ranking 5th among all overseas bond funds and 1st among emerging market bond funds. The Samsung U.S. Investment Grade Long-Term Bond (UH) Fund, which mainly invests in investment-grade U.S. bonds with maturities over 10 years, also showed a stable performance of 8.0% during the same period. These two funds have also attracted pension investors, with 19.8 billion KRW and 15.2 billion KRW inflowed into pension accounts, respectively.

Kim Young-hoon, Head of Channel Marketing at Samsung Asset Management, said, “Samsung Asset Management holds a diverse lineup of overseas equity and bond funds tailored to the long-term investment needs of pension customers. Since long-term performance is the most important in pensions, we will continue to focus on discovering funds with themes that can grow sustainably along with excellent performance management in the future.”