Shinhan Asset Management Launches Shinhan JPMorgan US Leading Stocks Fund

Shinhan Asset Management announced on the 8th that it has launched the 'Shinhan JPMorgan US Representative Stocks Fund.'

This fund invests in representative value and growth stocks in the United States. Although volatility has increased recently due to tariff war issues, the US remains the center of the global economy, accounting for 27% of the world's consumer market, and is a market where new industries and companies are emerging based on technological innovation. Since 2000, the US S&P 500 index has shown an average annual growth rate of about 7%, making it an attractive country for mid- to long-term investment.

The JP Morgan America Equity Fund, which is the underlying fund of the Shinhan JPMorgan US Representative Stocks Fund, recorded a 270% return over 10 years, outperforming the S&P 500 (221%) by approximately 50 percentage points (P). Even during the market downturn in 2022, it demonstrated market defense compared to the index, and during the market upturn from 2023 to 2024, it achieved excess returns relative to the index.

It delivers performance based on differentiated management strategies grounded in the excellent research of the global asset management firm JP Morgan. The fund invests balancedly in value and growth stocks with high conviction based on thorough company analysis. In the value stock sector, it invests in companies with attractive valuations supported by strong cash flows. In the growth stock sector, it focuses on growing industries and constructs a portfolio by identifying companies with sustainable competitive advantages.

Manager Yoo Saerom of Shinhan Asset Management Fund Solutions explained, "Market volatility has increased as US President Donald Trump's global tariff war has intensified. Although the market shows short-term fluctuations, the US is expected to maintain stable growth in the mid- to long-term due to productivity, technological innovation, and demographic structure."

She added, "In the short term, the fund forms an attractive price range and selectively invests in growth and value stocks with sector diversification that can deliver higher performance than the market. The Shinhan JPMorgan US Representative Stocks Fund can be a good investment alternative that achieves excess returns compared to the market."