Yuanta Securities' "Yoo Dongwon Global Wrap" Series Surpasses 1 Trillion Won in Balance

Yuanta Securities’ Flagship Overseas Investment Wrap Product

The balance (total discretionary assets by investor) of Yuanta Securities' flagship overseas investment wrap product, the "Yoo Dongwon Global Wrap Series," surpassed 1 trillion won on September 11.

The Yoo Dongwon Global Wrap Series, which consists of five products, is Yuanta Securities' leading overseas investment wrap product. Based on the asset allocation model of the Global Asset Allocation Division, it offers customized portfolios tailored to clients' investment preferences and global market trends, providing valuable support to many investors considering overseas investment.

The Yoo Dongwon Wrap was first launched in 2019 with the "Global Asset Allocation Wrap," which pursues both stability and growth by diversifying investments across various asset classes. In 2020, Yuanta Securities introduced the "Global Home Run Wrap," which focuses on global leading companies with high growth potential, and the "Global Single Wrap," which enhances stability by increasing the proportion of low-volatility assets such as bonds and gold.

In 2023, Yuanta Securities launched the "Global Installment Wrap," lowering the minimum subscription requirement to make it easier for investors to access professional overseas investments. In April of this year, the company unveiled the "Asia Home Run Wrap," which invests in listed companies not only in the U.S. market but also in major Asian markets, thus providing the benefits of strategic regional diversification.

Shin Namseok, Head of the Retail Business Division, stated, "Since 2023, Yuanta Securities has been steadily restructuring its retail revenue model to focus on financial products, striving to provide competitive financial offerings. The fact that the Yoo Dongwon Wrap, which is exclusively available through Yuanta Securities, has become one of our flagship products and surpassed a 1 trillion won balance is a highly encouraging achievement."

Yoo Dongwon, Head of the Global Asset Allocation Division and leader of the Yoo Dongwon Wrap operations, commented, "Thanks to the continued trust from our clients, net inflows into the Yoo Dongwon Wrap have increased year after year, with approximately 228 billion won in 2024 and about 280 billion won in net inflows through August of this year. We will continue to pursue both stability and growth through systematic asset allocation and thorough risk management."

The Yoo Dongwon Wrap is available for subscription at Yuanta Securities branches nationwide and through T-Rader M (MTS). For more details, please contact a branch or the customer service center.