Korea Investment & Securities Exclusive Sale of Profit-Differentiated 'Korea Investment Samsung Group Growth Theme Fund'

Korea Investment & Securities, a subsidiary of Korea Financial Group, announced that it will exclusively sell the profit and loss differentiated public offering fund 'Korea Investment Samsung Group Growth Theme Fund' starting from the 8th.

Korea Investment & Securities announced that it will exclusively sell the profit-differentiated public offering fund 'Korea Investment Samsung Group Growth Theme Fund' starting from the 8th. (Provided by Korea Investment & Securities)

The Korea Investment Samsung Group Growth Theme Fund invests in Samsung Group listed stocks and related domestic and international stocks themed around key industries driving future growth (next-generation semiconductors · semiconductor materials and parts · secondary batteries & materials and parts · bio contract manufacturing & biosimilars · mobility electronics · artificial intelligence & robotics · wearables & next-generation communication technologies). It is a public offering private equity fund (private equity fund of funds) investing in seven private equity funds each managed under these themes. Korea Investment Management is responsible for managing the fund.

This fund is a profit and loss differentiated fund that prioritizes customers as senior investors and affiliates including Korea Financial Group as junior investors. Even if the fund incurs losses, junior investors absorb losses first up to -15%.

Conversely, when profits occur, profits are first allocated to senior investors, and profits exceeding 10% are split equally between senior and junior investors. The management period is three years, and early redemption occurs if the yield reaches 15% before maturity. If redemption conditions are met within one year after establishment, redemption occurs 15 business days after the minimum holding period (one year) has passed; if redemption conditions are met after one year, redemption occurs 15 business days from that date.

Yang Won-taek, Head of Investment Products Division, said, "This product was designed to enhance customers' investment stability through profit and loss differentiation amid high volatility in domestic and international stock markets," adding, "We plan to launch various products to improve customer investment returns in the future."

Subscription for recruitment is open until the 25th of this month, and the establishment date is the 26th. Online class subscriptions are also available. Detailed information can be found at Korea Investment & Securities branches and on the website.