Korea Investment ETF Collection Fund Series Surpasses 30 Billion KRW in Assets Under Management

Korea Investment Management announced on June 9 that the total assets under management for its EMP (ETF Managed Portfolio) fund series, Korea Investment ETF Collection Fund Series, have surpassed 30 billion KRW.

According to financial information provider FnGuide, as of the closing price on June 5, the combined assets under management for the three funds in the Korea Investment ETF Collection Fund Series amounted to 30.1 billion KRW. The inflow of funds into this series is attributed to the increasing demand for investments in exchange-traded funds (ETFs).

The Korea Investment US Nasdaq+ ETF Collection Fund has assets under management of 15.1 billion KRW, the Korea Investment Global New Growth ETF Collection Fund has 12.3 billion KRW, and the Korea Investment Income Stocks ETF Collection Fund H has 2.6 billion KRW. Since the beginning of the year, the inflow of funds into these products has more than doubled. The one-month returns for the C-Re class are 6.48%, 5.84%, and 1.62%, respectively.

The Korea Investment Global New Growth ETF Collection Fund is an ultra-diversified investment product that invests in a wide range of domestic and overseas ETFs, including ACE ETFs. Korea Investment Management’s proprietary artificial intelligence (AI) and dedicated fund managers select and manage the ETFs. The fund focuses on ETFs related to five future growth themes: AI & Data, Semiconductors, Next Gen Services, Supply Chain Reorganization, and Brands. The ETF portfolio is rebalanced monthly to reflect market conditions.

The Korea Investment US Nasdaq+ ETF Collection Fund includes Nasdaq 100 index-tracking ETFs, which are popular among individual investors, as the core portfolio. It also strategically incorporates high-growth US individual stocks, thematic ETFs, and US IPO stocks, aiming to achieve returns that exceed those of the Nasdaq 100 index.

Launched last month, the Korea Investment Income Stocks ETF Collection Fund reflects the recent increase in demand for income-oriented products. It employs a strategy of diversification across various ETFs, including covered call, high yield, high dividend, and comprehensive bond ETFs. By building a multi-income portfolio, the fund aims to reduce volatility and pursue stable returns through diversification.

The portfolio is structured with 60% allocated to the top-performing ETF group based on three-year average distribution yields, and 40% to the top group for distribution consistency. By asset class, less than 50% is invested in equities and less than 30% in non-investment grade bonds (such as high-yield bonds), allowing for 100% allocation in defined contribution (DC) and individual retirement pension (IRP) accounts. The redemption cycle is four business days, enhancing liquidity.

Jae Minjung, head of the Global Quantitative Investment Division at Korea Investment Management, introduced the Korea Investment ETF Collection Fund Series as "an efficient investment alternative that allows individual investors to overcome the difficulties of ETF investing through a single fund." She added, "We will continue to deliver performance through the synergy between our fund managers’ expertise and our proprietary AI."

Currently, subscriptions are available through Korea Investment & Securities, KB Securities, Kyobo Securities, and others. As a performance-based product, past returns do not guarantee future performance, and there is a risk of principal loss depending on investment results.