SOL US Dividend US Treasury Mixed 50 ETF Surpasses 300 Billion Won in Net Assets

Shinhan Asset Management announced on January 16 that the net assets of the 'SOL US Dividend US Treasury Mixed 50 ETF' have surpassed 300 billion won.

This product has established itself as a popular bond-mixed option for retirement pension accounts, continuing its trend of increasing net assets. Last year, its net assets grew by more than 130 billion won. Rather than a short-term influx of thematic funds, this growth is attributed to investors making steady, systematic purchases within retirement pension accounts.

As of now, excluding general accounts and bank customers, over 60% of the funds have come through retirement pension accounts. When including individual pension accounts, the proportion is even higher.

Kim Junghyun, Head of the ETF Division at Shinhan Asset Management, stated, "Since investments using retirement pension accounts are long-term, long-term growth potential and stability are of utmost importance. If 30% of the safe assets in a retirement pension are allocated to the SOL US Dividend US Treasury Mixed 50 ETF, investors can expect a richer cash flow through monthly dividends."

He added, "Depending on investment style and objectives, the equity allocation can be increased up to 85%, making it an efficient alternative even for aggressive investors."

The SOL US Dividend US Treasury Mixed 50 ETF is a product that can be invested in 100% through both individual pension and retirement pension (DC/IRP) accounts. It invests equally (50:50) in the US Dividend Dow Jones Index and the US 10-year Treasury, aiming for stable cash flow through dividend growth stocks and volatility mitigation through US Treasury allocation. With just this single product, investors can expect diversified exposure to leading US stocks, US mid-term Treasuries, and dollar-denominated assets.

It employs a monthly dividend strategy, paying dividends mid-month, and is expected to help mitigate volatility in pension portfolios through US Treasuries, dollar assets, and dividends, all considered representative safe assets.

Shinhan Asset Management continues to expand its lineup of bond-mixed ETFs suitable for retirement pension accounts. The 'SOL US S&P500 US Treasury Mixed 50 ETF,' which invests equally (50:50) in the leading US index S&P500 and the US 10-year Treasury, is also a product that allows 100% investment within retirement pension accounts. It has shown steady growth, driven by inflows from retirement pension investors.

Kim further explained, "Depending on investment preferences, investors can selectively utilize the SOL US Dividend US Treasury Mixed 50 ETF and the SOL US S&P500 US Treasury Mixed 50 ETF. The monthly dividends not only secure cash flow but also provide resources for reinvestment, which is another advantage."