Samsung Active Lists KoAct US Nasdaq Bond-Mixed 50 Active ETF

Samsung Active Asset Management announced on the 29th that it will list the first bond-mixed ETF under the "KoAct" brand, the "KoAct US Nasdaq Bond-Mixed 50 Active" ETF, on the 30th.

The KoAct US Nasdaq Bond-Mixed 50 Active ETF is a product that enhances stability by combining a defensive bond portfolio with the aggressive US equity investment strategy of the existing KoAct US Nasdaq Growth Companies Active ETF. It invests up to 50% in US Nasdaq stocks, with the remaining assets allocated to bonds, effectively buffering stock market volatility.

The equity portion employs an active strategy, proactively analyzing the latest technological trends in next-generation innovative industries such as artificial intelligence (AI), robotics, and biotechnology, and focusing investments on industry-leading companies. In fact, the KoAct US Nasdaq Growth Companies Active ETF, launched in February, has delivered a 35.1% return since its listing, outperforming the Nasdaq index, which rose 14.6% during the same period, by 20.5 percentage points (p.p.).

In response to the AI services market, which is expected to fully bloom starting next year, the ETF will focus on companies such as Palantir (enterprise AI services), Tesla (AI autonomous driving and AI robotics), and Google (AI service platforms). It also includes a number of next-generation innovative companies such as Broadcom (ASIC AI semiconductor company) and CrowdStrike (AI cyber security). Investments are also made in biotech innovators such as Gilead (HIV vaccine) and Alnylam Pharmaceuticals (RNA-based genetic disease therapeutics).

For the bond portfolio, the ETF seeks stable returns by diversifying investments across high-quality domestic bond ETFs and ETNs. The core strategy is to minimize bond price risk from market interest rate fluctuations through short-term bond investments, while seeking higher interest income than government bonds. By investing in domestic bonds, the ETF eliminates currency exchange risk, thereby building a stable bond portfolio.

As a bond-mixed ETF, the KoAct US Nasdaq Bond-Mixed 50 Active ETF is eligible for 100% investment in retirement pension accounts (DC, IRP, and pension savings accounts). Alternatively, by combining it with ETFs such as KoAct US Nasdaq Growth Companies Active, investors can actively increase their exposure to the Nasdaq 100.

Yang Hee-chang, manager at Samsung Active Asset Management, advised, "Given the nature of innovative industries, where technological trends and leading companies change rapidly, active management is more advantageous than passive index tracking, as it allows for a more proactive portfolio response." He added, "This ETF will be the optimal product for those who want to invest up to 100% in Nasdaq active ETFs within their pension accounts."