DGB Asset Management Launches 'Global Real Income Fund' Investing in Global REITs and US ETFs

[Asia Economy Reporter Minji Lee] DGB Asset Management announced on the 18th that it will launch the ‘DGB Ttokttok Global Real Income Fund,’ which invests in global REITs, infrastructure, and U.S. Treasury Exchange-Traded Funds (ETFs) to pursue income returns and capital gains.

Earlier this year, DGB Asset Management transitioned into a comprehensive asset management company and established a Global Solutions Team to develop overseas investment products. Since then, the company has formed the team by recruiting veteran personnel with extensive overseas asset management and research experience from leading domestic and international securities firms and asset management companies.

The ‘DGB Ttokttok Global Real Income Fund’ is the first fund launched after the establishment of the Global Solutions Team. It plans to invest in about 6 to 7 ETFs from major overseas asset management companies such as Vanguard, BlackRock, and Northern Trust, which are primarily listed in the U.S. market and have verified investment attractiveness and market liquidity.

Additionally, DGB Asset Management uses its proprietary DGB Economic Cycle Model to proactively analyze changes in economic phases and adjust the allocation of investment assets. The model divides the economic cycle into early, mid, and late expansion phases and recession, adjusting the proportions of safe assets like U.S. Treasuries and income-seeking assets such as REITs and infrastructure ETFs according to each phase.

The initial portfolio composition will be managed as a stable portfolio reflecting the post-COVID-19 economic situation, with the U.S. Treasury ETF allocation set at around 50%, reducing the proportions of REITs and infrastructure ETFs. Subsequently, the proportions of REITs and infrastructure ETFs will be expanded according to changes in market conditions.

DGB Asset Management analyzes that even if dividend income from investment assets declines after COVID-19, the price rebound of real assets can be expected as long as the low-interest-rate environment continues.

The DGB Ttokttok Global Real Income Fund will be launched exclusively as a currency-hedged product to eliminate investment loss risks arising from exchange rate fluctuations and can be subscribed through Hi Investment & Securities.

A representative from DGB Asset Management stated, “Starting with the DGB Ttokttok Global Real Income Fund, we plan to expand our product lineup to include overseas alternative investment asset classes such as overseas real estate and infrastructure.”

This content was produced with the assistance of AI translation services.