SOL US Dividend US Bond Mixed 50 Surpasses 100 Billion KRW in Net Assets

Shortest Period Among Asset Allocation ETFs

Shinhan Asset Management announced on the 27th that the net assets of the SOL US Dividend US Treasury Mixed 50 ETF surpassed 100 billion KRW in just two months. This is the fastest record among the 43 multi-asset (asset allocation) ETFs listed domestically. It appears to be thanks to the large-scale replacement demand from existing retirement pension investors who were investing in principal-guaranteed products.

The SOL US Dividend US Treasury Mixed 50 ETF is a product that can be 100% invested in retirement pensions (DC/IRP), investing in the US Dividend Dow Jones and 10-year US Treasury bonds at a 5 to 5 ratio. It strengthens stability by investing in US bonds along with a balanced portfolio without concentration in any specific sector. With an expected dividend yield of over 3% annually, it can defend performance even in volatile markets.

As US interest rates enter a rate-cutting cycle, mid- to long-term benefits from rising bond yields due to falling interest rates are also expected. It is a product that can expect both attractive dividend yields and capital gains,

Kim Jeong-hyun, Head of the ETF Business Division at Shinhan Asset Management, said, "More than 80% of the inflows into the SOL US Dividend US Treasury Mixed 50 ETF were purchased from retirement pension (DC and IRP) accounts, and demand from pension investors is gradually increasing." He added, "If 30% of safe assets within the retirement pension are allocated to the SOL US Dividend US Treasury Mixed 50, monthly dividends are received, creating a richer cash flow," and added, "The stock ratio can be increased up to 85% depending on investment preferences and objectives."

The SOL US Dividend US Treasury Mixed 50 ETF is an asset allocation ETF designed for pension accounts, which have a strong character of long-term installment investment. From the initial listing, large sums of money flowed in, selling out the initial listing volume and attracting investor attention. On the 18th, it paid the first monthly dividend of 40 KRW per share, recording a monthly distribution rate of 0.38%.

Head Kim emphasized, "As with the existing SOL US Dividend Dow Jones series, we will strive to pay reasonable monthly dividends by maximizing the use of dividend resources."