[2021 Capital Investment Award] 'Gift' to Pass on to Family as an Investment Point

Product of the Year
Hana Financial Investment 'Jeungyo Lab'
Investment in Global Top 100 Companies

[Asia Economy Reporter Ji Yeon-jin] Hana Financial Investment's Gift Wrap, which won this year's Product Award, seeks profits by making long-term investments in the world's 100 most respected global companies selected by Fortune. Among companies with high ESG (Environmental, Social, and Governance) evaluation scores, the core investment points are sustainability and gifting that can be passed down to families through a rebalancing strategy based on regular evaluations.

The Gift Wrap was introduced in two types: ‘Long-term Holding’ and ‘Asset Allocation.’ Before the product launch, 330 accounts and 12 billion KRW were raised through a three-day pre-reservation period. The cumulative returns over five months since launch (as of the 19th of last month) reached 9.06% for the Long-term Holding type and 7.42% for the Asset Allocation type. Within one month of launch, 1,000 accounts were already subscribed, and the sales amount surpassed 100 billion KRW within three months of launch.

This popularity is due not only to major financial consumers aged 40 and above but also to the ‘MZ (Millennial + Generation Z) generation.’ As of the end of October, the MZ generation accounted for 32.1% of accounts and 33.6% of customers. The proportion of minors subscribing to this product is 16?17%, and those in their 20s and 30s make up about 35%.

A Hana Financial Investment official emphasized, "The product is loved across all age groups due to stock selection and management strategies that align with recent investment trends such as sustainability, enhancing the product's attractiveness itself. We provide free gift reporting agency services to subscribed customers, and although it is a wrap account, it adopts a fee structure that is felt annually, designed as a customer-friendly product to reduce the cost burden associated with actual long-term investment."

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