November Discretionary ISA Cumulative Return 19.73%... Up 3.44%p from Previous Month

Photo by Korea Financial Investment Association

[Asia Economy Reporter Kum Boryeong] As of last month, the cumulative return of discretionary Individual Savings Account (ISA) model portfolios (MP) averaged 19.73%.

According to the Korea Financial Investment Association on the 31st, the cumulative return of discretionary ISA MPs since their launch stood at an average of 19.73% as of the end of last month.

A representative from the Financial Investment Association explained, "With the global stock market rising sharply due to the resolution of uncertainties following the U.S. presidential election and expectations for economic recovery driven by the development of COVID-19 vaccines, the cumulative return of discretionary ISA increased by 3.44 percentage points compared to the end of October (16.29%)."

The cumulative returns by risk type were as follows: ultra-high risk 35.07%, high risk 27.34%, medium risk 17.18%, low risk 10.54%, and ultra-low risk 7.13%.

By company, Meritz Securities ranked first with an average cumulative return of 26.8%. Among individual MPs, Kiwoom Securities' Basic Investment Type (ultra-high risk) posted the highest cumulative return of 84.24% overall.

In the high-risk category, Hyundai Motor Securities' 'Profit-Seeking Type A2 (Developed Countries Type)' MP, which invests 100% in overseas equity funds, showed a return of 62.2% since its launch.

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