IPO Investment, IPO Fund Wrap in One... Yuanta Securities, First-Come-First-Served Subscription Event

[Asia Economy Reporter Lee Seon-ae] Yuanta Securities announced on the 6th that it will hold an event offering a 10,000 KRW cash coupon to customers who newly subscribe to the ‘We Know Public Offering Fund Wrap,’ which automatically invests by selecting only high-quality public offering funds, until June 30.

The ‘We Know Public Offering Fund Wrap’ is a professional fund discretionary investment service provided by Yuanta Securities, which has sold a cumulative 1.2 trillion KRW worth of public offering funds from the second half of last year to April this year. It is based on Yuanta Securities’ unique know-how in selecting public offering funds and an active rebalancing strategy for individual investors wishing to invest in public offerings.

The fund operates using an event-driven strategy that buys suitable funds at the right time and redeems them upon achieving profits, based on the participation schedule of each fund’s public offerings and research on the included stocks. It adjusts weights by selecting advantageous funds according to the type of public offering and pursues excess returns and yield protection through active responses tailored to market conditions.

Additionally, experts analyze companies planning to go public and manage public offering schedules on behalf of investors, enabling efficient public offering investments. There is also a type that charges only performance fees above a certain return rate without basic fees, allowing for more reasonable investment costs.

This event was prepared to present an investment method through the ‘We Know Public Offering Fund Wrap,’ which strategically invests in high-quality public offering funds amid the upcoming IPOs of various high-growth companies, and to provide benefits to subscribing customers. The first 1,000 customers who newly subscribe will receive a 10,000 KRW cash coupon, and participation is automatic without a separate application.

Furthermore, to help individual investors understand public offering investments, two video contents titled ‘Introduction to We Know Public Offering Fund Wrap’ and ‘Key Points of Public Offering Investment’ are provided. These videos are easily produced to suit the perspective of individual investors and can be watched for free by any interested investor through Yuanta Securities’ official YouTube channel.

Kim Ju-hyung, head of the Wrap Operation Team at Yuanta Securities, said, “Through the ‘We Know Public Offering Fund Wrap,’ individual investors can receive expert assistance from fund selection to maintenance.” He added, “It will be a good alternative for all individual investors interested in public offering investments, including those who find direct subscription cumbersome or have difficulty selecting individual public offering funds, as well as those interested in stock investment during low-interest periods but hesitant to invest directly.”

Meanwhile, the minimum subscription amount for the ‘We Know Public Offering Fund Wrap (Public Offering Type)’ is 10 million KRW. Type A charges a 1% upfront fee once, while Type B charges no basic fee and only performance fees agreed upon with the customer above a certain return rate. Subscriptions are available at Yuanta Securities branches nationwide.

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