Samsung Didim Mildang Daramswi Global EMP Fund Tops Fund Inflows This Year

Assets Under Management Up 20.5 Billion Won Since Start of Year
Second-Highest Three-Month Return at 8.95% Among All Funds

Samsung Asset Management announced on September 25 that the Samsung Didim Mildang Daramswi Global EMP Fund, launched a year ago, has attracted the largest inflow of funds among all Didim Funds so far this year.

According to fund evaluation firm KG Zeroin, the fund's assets under management reached 28.3 billion won, an increase of 20.5 billion won compared to the beginning of the year. Among the 25 Didim Funds currently available, it ranks first in asset growth.

This achievement is attributed to its strong performance. Over the past three months, the fund recorded a return of 8.95%, ranking second among all Didim Funds. Its Sharpe ratio reached 7.83, the highest among its peers. The Sharpe ratio is an indicator of risk-adjusted returns, with a higher value indicating lower volatility and superior returns. It is considered a key metric for stability, especially important in pension investments.

The expansion of sales channels has also contributed to its success. In April, the fund was added to the product lineups of KB Kookmin Bank and IBK Industrial Bank of Korea, entering the banking sector. In May, it became the first Didim Fund to be included in IM Securities' default option lineup, marking the first time a Didim Fund has been offered as a default option by a securities company.

The Didim Fund is a pension-specialized asset allocation fund brand launched in September last year to enhance the returns of retirement pension assets. Led by the Korea Financial Investment Association, it was introduced with the aim of serving as a "stepping stone" to bridge the gap between principal-protected products and performance-based products. Currently, Didim Funds from a total of 25 asset management companies are available for sale.

Samsung Asset Management’s Didim Fund is a remodeled version of the existing Samsung Mildang Daramswi Global EMP Fund, updated to meet regulatory requirements and newly launched. While maintaining the same strategy as before, the asset allocation was adjusted to 40% equities and 60% bonds, allowing for 100% investment within retirement pension accounts.

Instead of a simple asset allocation strategy, the fund utilizes a business cycle model developed by a specialized AI quant-based management team to flexibly adjust the proportion of equities and bonds. As a global EMP fund with currency exposure, it constructs its portfolio using global equity and bond ETFs, thereby achieving risk diversification and cost efficiency. The management fee for the online retirement pension class is 0.19%, the lowest among Didim Funds in the industry.

Lee Jeongtaek, manager at Samsung Asset Management, stated, "Currently, global stock markets are more favorable for equities than bonds, so we are maintaining a relatively high equity allocation to pursue performance. Going forward, we will continue to respond proactively to changes in the business cycle and strive for stable investment results without wavering."

The Samsung Didim Mildang Daramswi Global EMP Fund can be purchased through major distributors such as KB Kookmin Bank, IBK Industrial Bank of Korea, Samsung Securities, Mirae Asset Securities, KB Securities, Shinhan Investment Corp., Korea Investment & Securities, Woori Investment & Securities, Daishin Securities, Hyundai Motor Securities, IM Securities, and Samsung Fire & Marine Insurance.