ACE REITs Real Estate Infrastructure Active ETF to Be Listed on the 20th

Korea Investment Management announced on January 19 that it will newly list the ACE REITs Real Estate Infrastructure Active Exchange-Traded Fund (ETF) on January 20.

The ACE REITs Real Estate Infrastructure Active ETF uses the 'Fnguide Macquarie Infrastructure Dividend REITs Index', calculated and published by FnGuide, as its benchmark (BM). This index selects and includes 15 stocks from domestically listed infrastructure investment companies and real estate investment trusts (REITs) in the Korea Exchange, based on criteria such as market capitalization and dividend requirements.

A high proportion of infrastructure fund investment is a key feature of the ACE REITs Real Estate Infrastructure Active ETF. Infrastructure funds secure regular cash flow through investments in social infrastructure, allowing for a more stable monthly distribution source compared to REITs investments that focus on capital gains. As of the listing date, the infrastructure investment ratio for the ACE REITs Real Estate Infrastructure Active ETF stands at approximately 45%.

In response to growing demand for monthly dividend investments, distributions will be paid out every month. The record date for distributions of the ACE REITs Real Estate Infrastructure Active ETF is the last business day of each month, with the distribution paid at the beginning of the following month. Unlike general ETFs such as equity ETFs, REITs ETFs benefit from a 9.9% separate taxation, allowing investors to maximize their actual rate of return.

Nam Yongsoo, Head of ETF Management at Korea Investment Management, stated, "With the new listing of the ACE REITs Real Estate Infrastructure Active ETF, the monthly distribution ETF lineup of ACE ETFs has been strengthened," adding, "In times of increasing market volatility, investing in alternative assets such as the ACE REITs Real Estate Infrastructure Active ETF can enhance portfolio stability."

He continued, "As approximately 50 trillion won from the National Growth Fund is expected to be allocated to infrastructure finance, new opportunities are opening up for infrastructure funds as well," emphasizing, "Since the ACE REITs Real Estate Infrastructure Active ETF is an active product, it will respond quickly to market events such as new listings of constituent stocks, paid-in capital increases, and dividend cuts."

The ACE REITs Real Estate Infrastructure Active ETF is a performance-based distribution product, and depending on the management results, there is a risk of principal loss.