Discretionary ISA Records Cumulative Return of 26.56% by End of March

[Asia Economy Reporter Hwang Yoon-joo] The cumulative return of discretionary ISA exceeded 26% in the first quarter of this year.

The Korea Financial Investment Association announced on the 29th that as of the end of March, the cumulative return since the launch of discretionary ISA MPs averaged 26.56%.

The global stock markets experienced valuation adjustment pressure due to Russia's invasion of Ukraine and the Federal Reserve's accelerated tightening, causing the cumulative return of discretionary ISA to fall by 5.62 percentage points compared to the end of December last year (32.18%).

By risk type, the returns were 48.55% for ultra-high risk, 36.59% for high risk, 22.69% for medium risk, 12.54% for low risk, and 7.81% for ultra-low risk.

Among the total 192 MPs, about 80.8%, or 155 MPs, showed returns exceeding 10% since launch.

The average cumulative return by company was led by Meritz Securities at 36.67%, and among individual MPs, Kiwoom Securities' Basic Investment Type (ultra-high risk) ranked first with a cumulative return of 108.39%.

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