SOL KEDI Mega Tech Active ETF Triples Net Assets in One Month

Shinhan Asset Management announced on the 30th that the net assets of the 'SOL KEDI Mega Tech Active ETF' have more than tripled in the past month, surpassing 50 billion KRW.

The returns for the past 1 month, 3 months, and 6 months were 20.27%, 35.85%, and 61.28%, respectively. The year-to-date return was 59.67%, outperforming the KOSPI's rise of 27.36% by 32.31 percentage points. This is the highest return among domestic active equity ETFs.

Kim Jooyoung, Executive Director of Equity Investment Management at Shinhan Asset Management, said, "Since last year, key themes such as semiconductors centered on high bandwidth memory (HBM), aerospace, and AI power infrastructure, which have been a focus in our portfolio, have delivered outstanding performance compared to the market, driving the ETF's returns." He added, "ETFs that concentrate on specific themes can achieve high returns during upward market phases. However, since volatility can also increase during downturns, we are striving to build a portfolio that flexibly responds to theme rotations while controlling risk."

The SOL KEDI Mega Tech Active ETF invests in core mega tech themes expected to lead the future industries of Korea, including mobility, artificial intelligence, intelligent robotics, aerospace, and personalized healthcare. The ETF is managed flexibly with an active strategy that allows for the addition of new themes and frequent adjustments on a monthly basis, depending on market conditions.

The ETF selects its themes and stocks based on survey data from heads of research centers and top analysts at domestic securities firms. This enables it to quickly reflect changes in the world and structural growth industries, allowing it to respond effectively to rapidly changing market trends.

Representative stocks for each theme?such as Doosan Enerbility (AI power infrastructure), SK Hynix (artificial intelligence), Hanwha Aerospace (aerospace), Robotis (intelligent robotics), and ABL Bio (personalized healthcare)?have each recorded an average share price increase of over 100% since the beginning of the year.

Kim stated, "In the second half of the year, we are paying close attention to the possibility of foreign capital inflows due to policy expectations from the new government and the stabilization of the won." He continued, "We plan to closely monitor changes in buying entities and leading sectors." He also added, "In the third quarter of this year, we will proactively respond to increased market volatility that may arise from various events, including uncertainty about the timing of interest rate cuts, U.S. debt ceiling negotiations, and the expiration of the Trump tariff suspension."