Samsung Auto Global Leading Theme EMP Target Maturity Fund No. 1 Launched

On November 5, Samsung Asset Management announced the launch of the "Samsung Auto Global Leading Theme EMP Target Maturity Fund No. 1" (hereafter Samsung Auto Global Leading Theme EMP No. 1), which proactively invests in global leading themes.

This fund is being introduced by the AI Quantitative Management Team, which operates Samsung Asset Management’s flagship target maturity fund series, the "Samsung Auto Investment EMP Target Maturity Fund." The new product expands its investment focus from domestic assets to global leading theme ETFs, offering a fresh approach to target maturity funds.

The Samsung Auto Investment EMP Target Maturity Fund series has launched five funds since the debut of its first fund in June last year, accumulating approximately 889.4 billion won in total assets under management. This year alone, the series has attracted 864.2 billion won, achieving the largest fundraising scale among single target maturity fund series. Except for the recently launched fifth fund at the end of last month, all previous funds have reached their target returns early within a short period, earning the trust of investors as a result.

The newly launched Samsung Auto Global Leading Theme EMP No. 1 adopts a similar approach to the recently released "Samsung Auto Investment EMP Target Maturity Fund No. 5." The portfolio consists of more than 50% bonds and less than 50% equities. When the target return of 7% is achieved, the fund shifts its assets to short-term bond-related and liquidity assets to preserve returns.

The equity investment strategy takes a more differentiated approach. The fund identifies and invests early in global mega trends expected to lead future equity markets, such as artificial intelligence (AI), quantum computing, humanoids, and nuclear energy, aiming to capture opportunities for excess returns. Using a real-time market monitoring system based on quantitative data, the fund analyzes capital flows and momentum, and proactively rotates and adjusts promising themes in line with market changes. This enables the fund to quickly reflect the rapidly evolving trends of global leading industries and pursue high performance by trading at optimal times.

The bond segment is managed primarily through short-term ETFs, with an average duration maintained at around two years to mitigate interest rate risk and complement the volatility of equity investments.

Lee Sinyoung, manager at Samsung Asset Management, stated, "In an investment environment where it is difficult to determine which global theme will lead the market, this product leverages the expertise of Samsung Asset Management’s EMP specialist team to ease investors’ concerns." He added, "We will do our utmost to help investors achieve their target returns quickly, based on the know-how of our EMP specialist team, which has managed target maturity funds."