Hyundai Motor Securities Recommends IBK Plain Vanilla EMP Fund in Volatile Market

[Asia Economy Reporter Minji Lee] Hyundai Motor Securities recommended the IBK Plain Vanilla EMP Fund on the 24th. This recommendation is based on the judgment that during times of increased global stock volatility due to interest rate hikes and inflation concerns, it is better to defend returns with asset allocation funds rather than concentrating on specific assets.

The IBK Plain Vanilla EMP Fund is an asset allocation EMP fund advised by Plain Vanilla Investment Advisory. It takes major positions in income, growth, and market response, selecting ETFs using a bottom-up strategy for investment.

It invests half of its assets in high-dividend income assets such as real estate, infrastructure, and bonds. It also invests in alternative assets that are difficult for individual investors to access, targeting assets with an expected dividend yield of over 2% annually. Additionally, it diversifies investments in high-growth countries and seeks profits by discovering innovative and growth sectors in developed countries. Overall, the fund establishes its management strategy through macro analysis, discovers various ETFs, and manages the actual portfolio through specific asset allocation and tactical responses.

As of early last month, the income asset ratio was 19%, while the high-growth country and growth sector positions, market response, and liquidity positions accounted for 39%, 7%, and 35%, respectively.

Hyundai Motor Securities stated, “Since this fund is also an investment product, the invested assets may fluctuate in volatile markets like the recent one, so investors should consider this when investing.”

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