KB Securities Launches 'Good Asset Management Lab for the Post-Corona Era' Series

[Asia Economy Reporter Oh Ju-yeon] KB Securities announced on the 1st that it will launch the 'Good Asset Management Wrap (Good Asset Management Wrap)' series for the post-COVID-19 era.

The Good Asset Management Wrap series consists of four types: ▲‘KB Research Symphony GMP Wrap (Global One Market Portfolio)’, which responds to life cycle changes after COVID-19 with global stocks ▲‘KB able Investment Advisory Wrap Performance Fee Type’, which operates with domestic stocks by utilizing the undervalued phase of the Korean market ▲‘KB able Short-term Bond Fund Wrap Plus’, which selects and manages excellent bond funds for customers who want to operate short-term funds ▲and ‘KB able Steady ETF Wrap’, a regular investment wrap operated with KOSPI200 index ETFs, etc., to respond to increased uncertainty.

The KB Research Symphony GMP Wrap is characterized by the fact that KB Securities Research Center, which has recently strengthened its global research capabilities, selects domestic and foreign stocks. The Research Center recommends portfolios focusing on major themes attracting attention in the post-COVID-19 era such as Mobility, Untact Economy, and 5G, and the Wrap Management Department operates the product. This is a performance fee-based service that charges a portion of the profits as fees only when performance occurs, without a basic fee. The minimum subscription amount is 30 million KRW, and the maturity is one year.

The KB able Investment Advisory Wrap Performance Fee Type is operated based on the advisory of Taurus Investment Advisory, which has shown excellent management records and market responsiveness so far. It focuses on sectors expected to have structural growth, centered on large-cap stocks (IT) and telecommunications equipment, and converts to cash assets after achieving a certain profit. It charges a portion of the profits as fees only when performance occurs, without a basic fee. The minimum subscription amount is 30 million KRW, and the maturity is one year.

There is also a flexible service that allows deposits and withdrawals at any time within 14 days after subscription. KB able Short-term Bond Fund Wrap Plus directly selects and manages excellent bond-type funds through the Wrap Management Department for customers seeking profitability, stability, and liquidity simultaneously. It is launched exclusively for non-face-to-face channels, with a significantly lowered minimum subscription amount of 5 million KRW (maximum 50 million KRW). The fee is also set at 0.1% per annum, which is cheaper compared to similar existing products.

KB able Steady ETF Wrap pursues the effect of regular investment in the KOSPI market by utilizing KOSPI200 index ETFs and leveraged ETFs (for market downturns). It is expected to be useful for long-term investors as it offers not only the diversification effect of ETFs themselves but also the diversification effect of investment timing. At the initial investment, a payment of 500,000 KRW or more is required, and thereafter, regular investments of 100,000 KRW or more per month can be made freely. In addition, the fees will be set lower than those of similar existing products.

Kim Yoo-sung, Head of the Investment Solutions Center, said, “In a situation where many citizens are experiencing reduced economic activities due to COVID-19, we planned this series to provide services that can exert a positive influence through finance. We will do our best to operate the Good Asset Management Wrap series, which provides high-quality asset management services with minimal fees, so that it will be remembered as a service offering ideal investment opportunities in difficult times.”

All the above products can be subscribed to non-face-to-face. Also, principal loss may occur depending on the management results, and for other detailed information, please inquire at KB Securities branches and customer centers or refer to the website.

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