Yuanta Securities Surpasses 1 Trillion Won in Retail IPO Fund Sales This Year

Despite Fund Market Slump, Public Offering Stock Funds Sell 1 Trillion Won and Total 2.559 Trillion Won This Year

Yuanta Securities announced on the 11th that it sold over 1 trillion KRW worth of public offering funds through branch retail sales this year.

Since the beginning of the year, Yuanta Securities has carefully selected and supplied public offering funds with a ‘Public Offering + Alpha Strategy’ that combines the effects of public offering investments with various strategies. At the same time, it met customer needs by offering a variety of structured public offering fund products such as government bonds, debt restructuring bonds, and income-differentiated types.

Along with public offering funds, Yuanta Securities provided fund products suitable for market conditions and customer demand, recording retail fund sales performance of a total of 2.559 trillion KRW (excluding MMF) as of November.

It proposed short-term bond funds as an alternative for liquidity investment, achieving sales of approximately 1.1983 trillion KRW, and also contributed to performance by selling about 200 billion KRW of specialized public and private funds with strategies such as equity hedge funds and value-up funds.

Thanks to this, cumulative collective investment securities handling fee income increased by 36% compared to the same period last year through the third quarter of 2024, surpassing last year’s performance in just three quarters, significantly boosting fund sales revenue.

Yuanta Securities plans to expand its investment lineup to include overseas public offerings and strengthen the supply of overseas alternative asset classes, diversifying customer portfolios with differentiated products and continuously providing products and services that align with market trends and customer demand.