High Dividends, Policy, and AI as Key Themes for the New Year... KB Asset Management's Year-End Investment Guide

KB Asset Management announced on December 16 that it is proposing three '2026 Strategy Products' for the year-end, focusing on the core themes of high dividends, policy beneficiaries, and artificial intelligence (AI).

The three products are: ▲ KB RISE Large Cap High Dividend 10 Total Return ETF ▲ KB New Korea Fund ▲ KB RISE Global AI Value Chain ETF Moa Dream Fund.

Given the structural changes taking place in the market, such as shifts in the global economy, changes in domestic policy environments, and the expansion of AI infrastructure investment, these products are designed to balance the benefits of separate taxation on dividend income, government-supported industries, and global AI trends.

For the high dividend strategy, the company recommends the 'KB RISE Large Cap High Dividend 10 Total Return ETF.' This recommendation is based on the increasing demand for stable cash flow, driven by the recent implementation of separate taxation on dividend income and the government's strengthened shareholder return policies.

The exchange-traded fund (ETF) adopts a total return (TR) structure, reinvesting all dividends to maximize compounding effects. By focusing on large-cap stocks, it aims to achieve both stability and tax efficiency. The return since the beginning of the year has reached 110.16%.

For the policy beneficiary strategy, the company presents the 'KB New Korea Fund.' This is an active strategy fund that invests based on policy direction, industry demand, and the structural growth potential of companies, with a focus on six key advanced strategic industries such as AI, biotech, advanced manufacturing, and eco-friendly energy. Since its launch in July, it has recorded a return of 23.07%.

Lastly, for the global growth strategy, the company proposes the AI-themed EMP product, 'KB RISE Global AI Value Chain ETF Moa Dream Fund.' As global tech giants expand investment in AI and data centers, the entire value chain-including semiconductors, cloud, and AI services-continues to grow. This product is designed to enable diversified investments across major areas such as AI infrastructure, software, and services, without concentration in any particular country or industry. The return since the beginning of the year stands at 41.58%.

Jang Sunmo, Head of Product Strategy Division at KB Asset Management, stated, "Next year, we expect structural growth trends centered on high dividends, policy beneficiary industries, and AI to lead the market. By utilizing the strategy products prepared by KB Asset Management, investors will be able to build a more systematic and stable portfolio for the coming year."