Utilization of Yuanta Asia Research Network Operational Advisory

Yuanta Securities Launches 'Yuanta New Wave Lab' Investing in Global Growth Stocks View original image


[Asia Economy Reporter Minwoo Lee] Yuanta Securities has launched a wrap account product that invests in global growth stocks.


Yuanta Securities announced on the 28th that it will launch the wrap account product "Yuanta New Wave Wrap," which invests in global growth stocks based on the operational advice of the Global Investment Information Center and the Yuanta Asia Research Network.


The "Yuanta New Wave Wrap" is a product that diversifies investments across major overseas stock markets such as the United States, China, Korea, Taiwan, and Vietnam, while pursuing excess returns through focused investment in global growth stocks. To this end, stocks are selected using top-down, bottom-up, and thematic approaches, and the number of included stocks is compressed to 10-15 to form a portfolio.


In particular, from a long-term perspective, to identify and reflect changes in the era and economic paradigms as well as shifts in leading stocks in the stock market, Yuanta Securities actively utilizes the advice of the Global Investment Information Center and the Yuanta Asia Research Network to enhance operational synergy.


The minimum subscription amount is 10 million KRW or more, with a 1% upfront fee and a 0.375% fee (1.5% annually, charged quarterly in arrears) on the average asset balance every three months from the subscription date. Subscriptions are available at Yuanta Securities branches nationwide. For more details, please contact the branches or customer center.



Kim Joohyung, head of the wrap operation team at Yuanta Securities, explained, "This year, direct overseas stock investments by domestic investors have grown nearly 300% compared to the previous year (based on cumulative data for the first half), making overseas stock inclusion essential from a global asset allocation perspective, thereby highlighting the importance of global stock selection. This product will help customers who want to diversify investments across major global stock markets but face difficulties in market and stock selection improve their returns."


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

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