Total Investment Amount of 22.4 Billion KRW Inflow in January

[Asia Economy Reporter Minji Lee] AI investment specialist company Fount announced on the 4th that an analysis of the portfolios that attracted the most new investments and the portfolios with the highest inflow of investment funds during January showed that growth and aggressive short portfolios were highly popular.


The portfolio with the highest amount of new investment was the newly launched discretionary global ETF portfolio this year. The growth portfolio "Investing in Global Economic Growth" and the neutral portfolio "Evolved Asset Allocation, Global ETF All-in-One Package" attracted 2.6 billion KRW and 2.4 billion KRW respectively, while the aggressive portfolio "Only Growing Themes Included! Global Theme Park" saw an inflow of 1.9 billion KRW. This is interpreted as reflecting investors' interest in overseas stock investment and global asset allocation.


Pawnt "New Investors Prefer Growth and Aggressive Portfolio Choices" View original image


In terms of new investment contracts, the aggressive portfolio "Saving Coffee Money to Make 10 Million KRW" accounted for 38.2% of all investment cases with about 2,800 contracts, making it the highest. The growth portfolio "Ddabak Ddabak Challenge 2021" followed with about 1,300 contracts (17.8%). Notably, among the top 5 portfolios with the most new investments, four were funds and one was a pension, drawing attention from investors as portfolios that allow simultaneous investment and financial management with a minimum investment amount of 100,000 KRW without burden.


Fount stated, "Looking at the portfolios with increased new investments, the proportion of cases where investors accept a certain level of risk rather than just preserving principal, such as aggressive and growth types, was high," and added, "The popularity of portfolios designed to allow steady installment investments of a fixed amount as an alternative to savings was clear."


Amid a surge in interest in robo-advisor investments since the new year, Fount recorded a total of 7,315 new investment contracts in January alone, with the total investment amount for January reaching 22.4 billion KRW, combining 12.2 billion KRW in new investments and an additional 10.1 billion KRW from existing investors.



Kang Sang-gyun, Head of the Personal Asset Management Division, explained, "We are introducing various portfolios tailored to investment preferences so that customers can experience investment and financial management more easily and familiarly," and added, "In 2021, we will continue to manage our portfolio lineup so that more people can experience stable global asset allocation without burden."


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

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