"Steady Dividends"... IBK Asset Management Launches Quarterly Payout Fund

[Asia Economy Reporter Minji Lee] IBK Asset Management announced on the 1st that it will launch the ‘IBK Income Vanilla EMP Quarterly Payout Fund,’ which invests in global income assets.

The IBK Income Vanilla EMP Quarterly Payout Fund invests in globally investable income assets (REITs, ETFs, etc.) and pursues steady returns through proactive risk management considering volatility.

It invests in bond income from domestic and foreign government bonds, investment-grade corporate bonds, high-yield bond ETFs, alternative income from domestic and foreign real estate (REITs), infrastructure ETFs, and dividend income from dividend stocks and assets expected to have high dividend yields. Market response strategies are implemented through REITs hedge strategy management and overall portfolio volatility management strategies.

The differentiating factor of the IBK Income Vanilla EMP Quarterly Payout Fund is its increased stability by investing more than 50% (including liquidity) in high-quality bonds (government bonds, investment-grade corporate bonds). It diversifies across various income assets such as bonds, real estate, infrastructure, and dividend stocks without limiting to specific income assets, seeks opportunities according to market conditions, and plans to manage price volatility risk of income assets through separate market response strategies.

The IBK Income Vanilla EMP Quarterly Payout Fund is managed by Director Junhyung Shin of the Overseas Investment Team, who also manages the IBK Plain Vanilla EMP Fund, which has attracted over 430 billion KRW in funds. The IBK Plain Vanilla EMP Fund, established in January 2019, has been well received in the market, selected as a recommended fund by distributors, and has steadily attracted funds through word of mouth.

Junhyung Shin, Director of the Overseas Investment Team at IBK Asset Management, said, “Our management goal is to thoroughly manage the price decline risk of income assets by asset type and provide stable pure income returns to investors who have experienced significant price declines while investing in high dividend yield dividend stocks or REITs.”

This fund pays dividends quarterly (January, April, July, October). Considering the interest and dividend income generated from the invested assets, the collective investment business operator pays the dividend amount in cash each quarter. However, dividends may not be paid, and if dividends are paid from the principal, the principal may decrease due to the dividend payment.

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