Samsung Asset Management Renews KODEX 200 US Treasury Mixed ETF as Pension Investment Product

[Asia Economy Reporter Minji Lee] Samsung Asset Management announced on the 30th that it has renewed the KODEX 200 U.S. Treasury Mixed ETF as a product that can be invested 100% through retirement pensions by changing the fund's terms and conditions in celebration of the 4th anniversary of its listing.

The KODEX 200 U.S. Treasury Mixed ETF was listed on the KOSPI 200 on November 30, 2017. It is a fund that tracks the KRX KOSPI 200 U.S. Treasury Mixed Index, composed of 40% KODEX 200 and 60% U.S. Treasury 10-year futures (currency open), and has recorded a favorable return of 26.14% since inception, with an average annual return of 6.54%.

The KODEX 200 U.S. Treasury Mixed ETF is characterized by the diversification effect of investing in risky assets such as the domestic stock market, representative safe assets such as U.S. bond yields, and U.S. dollar movements. In phases favoring risky assets, it seeks profits from stock market rises; in phases favoring safe assets, it pursues stability through bond holdings; and during global stock market crashes such as the COVID-19 pandemic, it aims to defend portfolio value through dollar holdings. In fact, even when the KOSPI index plunged by 31% from 2089.08 to 1439.43 between March 5 and March 19, 2020, the KODEX 200 U.S. Treasury Mixed ETF recorded a return of -8.56%, showing a relatively good performance compared to the index decline.

Im Taehyuk, head of the ETF Management Team 1 at Samsung Asset Management, said, “The KODEX 200 U.S. Treasury Mixed ETF has proven its excellent track record by experiencing not only rises and falls in the domestic stock market and U.S. bond yields but also the panic in the global financial market caused by COVID-19.” He added, “With this renewal, investors can manage the ratio of risky assets to safe assets within their pension assets at 40:60 by operating their retirement pensions solely with the KODEX 200 U.S. Treasury Mixed ETF. Risk-tolerant investors can invest 70% in risky assets within their retirement pensions and invest the remaining 30% in this ETF, effectively increasing the actual investment ratio of risky assets from 70% to 82%.”

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