Timefolio's China AI ETF Delivers Strong Returns

Timefolio Asset Management announced on August 26 that the 'TIMEFOLIO China AI Tech Active ETF' has risen by approximately 18% over the past three months.

Recently, the Chinese stock market has shown a clear recovery trend. Trading volume surpassed 3 trillion yuan, marking the second-largest amount in history. The STAR Market 50 Index in Shanghai reached an all-time high in terms of trading volume. The ongoing conflict between the United States and China has further strengthened China's determination for technological self-reliance. As self-reliance continues to advance, the level of technology is rapidly improving. China's technological development, centered on the artificial intelligence (AI) industry, is accelerating. Related companies' stock prices are also showing strong performance.

The TIMEFOLIO China AI Tech Active ETF demonstrates a distinctive approach in portfolio construction. It evenly covers the entire Chinese AI value chain, spanning all stages from chips, networks, big tech, and robotics to power supply. The ETF includes key semiconductor companies such as Cambricon, known as the "Nvidia of China," and SMIC, referred to as the "TSMC of China." It also holds leading optical module companies essential for connecting hundreds of thousands of GPUs, as well as big tech and innovative companies to ensure growth potential. The portfolio even includes core robotics component manufacturers such as motor, reducer, and sensor companies, as well as nuclear power companies responsible for supplying electricity to AI data centers.

Timefolio Asset Management has already proven its ability to identify top AI companies in the U.S. market through the TIMEFOLIO Global AI Active ETF. The China AI Tech Active ETF plans to continue delivering differentiated results in the Chinese market with the same philosophy.

Kim Namho, Head of ETF Management at Timefolio Asset Management, stated, "The TIMEFOLIO China AI Tech Active ETF achieved this level of return thanks to its active strategy that encompasses not just a single sector but the entire Chinese AI and advanced industries." He added, "The Chinese AI sector is vast and highly volatile, making it difficult for individual investors to access directly. However, we will do our best to ensure that anyone can easily invest in the Chinese AI ecosystem through this ETF."