Hantoo Asset Management, 'ACE AI Semiconductor Focus'... "Top 6-Month Return Among Semiconductor ETFs"

Korea Investment Trust Management announced on the 23rd that the ACE (AI) Semiconductor Focus Exchange-Traded Fund (ETF) achieved the highest 6-month return among domestically listed semiconductor ETFs.

According to the Korea Exchange, the ACE AI Semiconductor Focus ETF recorded a 6-month return of 44.65%. This significantly outperformed the average return of 29.15% for 35 domestically listed semiconductor ETFs (excluding leveraged ETFs) during the same period, ranking first in returns.

The ACE AI Semiconductor Focus ETF is a product that concentrates investment on Korea's top three high-bandwidth memory (HBM) companies (△SK Hynix △Samsung Electronics △Hanmi Semiconductor). HBM is a memory semiconductor that can process large volumes of data at high speed compared to existing memory, making it highly regarded in the AI era. Notably, this ETF has the highest investment proportion in Hanmi Semiconductor among domestically listed ETFs at 29.20%. It recorded returns of 28.31% since the beginning of the year and 40.75% since its listing in October 2023.

The ACE Global Semiconductor TOP4 Plus SOLACTIVE ETF also ranked third with a return of 43.37% during the same period. This ETF focuses on investing in the top companies in major global semiconductor sectors. Its main holdings include △NVIDIA (23.86%) △TSMC (21.54%) △ASML (20.41%) △Samsung Electronics (15.69%). The ETF also posted strong returns of 23.02% since the beginning of the year and 65.15% over the past year.

Kim Seung-hyun, ETF Consulting Manager at Korea Investment Trust Management, said, “Investing in the ACE AI Semiconductor Focus ETF and ACE Global Semiconductor TOP4 Plus SOLACTIVE ETF allows investors to focus on leading domestic and global companies advancing in the AI semiconductor sector. Although semiconductor stocks have experienced short-term corrections due to recent macroeconomic uncertainties, the AI and semiconductor markets remain promising for medium- to long-term investment.”

He added, “We recommend long-term, installment-style investments in key companies leading the AI semiconductor sector through pension accounts. Following the semiconductor investment guidebook published earlier this month, ACE ETFs will continue to provide investors with insights through quality content.”