The newly introduced "Yoo Dongwon Asia Home Run Wrap" is the fifth product in Yuanta Securities' flagship overseas investment wrap account series, the "Yoo Dongwon Global Wrap Series." This product operates based on an Asia investment strategy derived from the asset allocation model utilizing the GAA Division's proprietary algorithm.
Focusing on approximately 10 stocks with high growth potential within Asian countries with strong growth prospects?such as Japan, Taiwan, Vietnam, China, and Hong Kong?the product aims to deliver returns exceeding the market average. The portfolio is constructed and managed through optimized Asian asset allocation determined by algorithms leveraging global big data.
In addition, the product employs active and rapid tactical asset allocation strategies to rebalance according to market conditions. It plans to diversify risk by adjusting the proportion of stocks and low-volatility assets according to the economic cycle, while also utilizing market volatility.
Yoo Dongwon, Head of the GAA Division, stated, "As AI innovation and the expansion of the digital economy accelerate, investment in Asian countries that are strengthening cooperation with the United States is becoming increasingly important. Given the recent rise in global economic uncertainty, we will strive to provide customers with consistent returns through professional asset allocation and management."
The minimum subscription amount is 10 million KRW. The fee is charged postpaid at 0.375% of the average asset balance per quarter (1.5% per annum), and a performance fee agreed upon with the client is also collected. There is no separate early termination fee. The product's investment risk level is classified as "very high risk," making it suitable for clients prioritizing returns. Subscriptions are available at Yuanta Securities branches nationwide and through T-Rader M (MTS). For further details, please contact a branch or the customer service center.
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