BNK Asset Management Ranks No.1 Among Domestic Asset Managers in Mid- to Long-Term Equity Fund Returns

BNK Asset Management (CEO Bae Sanghwan) ranked first among domestic asset management companies in the three-year return category for both its general equity funds and small- and mid-cap funds. The general equity fund also secured the top spot among domestic asset management companies in the five-year return category.

According to Zeroin Fund Doctor on the 1st, a survey of all public equity funds revealed that the three-year returns (as of July 31, 2024) for BNK Asset Management's general equity fund and small- and mid-cap fund were 4.86% and 32.86%, respectively. These figures exceeded the average returns for their categories by 10.31 percentage points and 39.81 percentage points, respectively, making them the highest among domestic asset management companies.

The three-year return is calculated as the weighted average return based on the total assets under management of all public funds, according to Zeroin Fund Doctor.

For general equity funds, BNK Asset Management also ranked first among domestic asset management companies in the five-year return category. The five-year return (as of July 31, 2024) was 87.94%, surpassing the category average of 49.2% by 38.74 percentage points.

The secret behind BNK Asset Management's outstanding investment performance is its dynamic organizational culture within the equity management division and stock research based on systematic processes. Since becoming a wholly owned subsidiary of BNK Financial Group in 2017, BNK Asset Management established a research center in 2021, completing a system-based management structure such as the double matrix system.

BNK Asset Management's fund managers and analysts not only monitor domestic companies but also keep track of global macroeconomic conditions and trends of related overseas companies through daily market briefings, selection of semiannual and industry-specific themes, and sector reviews, thereby identifying companies with mid- to long-term growth momentum.

Daily morning meetings and frequent discussions in a dynamic atmosphere enable investments tailored to each fund manager's and analyst's style. This process maximizes the capabilities of both senior and junior staff, resulting in excellent investment returns.

Based on these achievements, the assets under management of BNK Asset Management's equity management division are also increasing rapidly. Since launching advisory wrap products targeting retail clients, such as those at Samsung Securities, the company has consistently attracted funds with outstanding performance. Existing public equity funds, such as BNK Tuntun Korea Equity Investment Trust and BNK Samsung Electronics Small- and Mid-Cap Equity Investment Trust, are also drawing significant attention from investors.

BNK Asset Management.