Shinhan Asset Management's ‘SOL KEDI Megatech Active ETF’ Surpasses 20% Return

Shinhan Asset Management's ‘SOL KEDI Mega Tech Active ETF’ has surpassed a 20% return since its listing.

Kim Ju-young, Director of Equity Management at Shinhan Asset Management, stated, “The SOL KEDI Mega Tech Active ETF is an active ETF that rotates through mega tech industry sectors and newly incorporates promising themes, so it can be considered an evolving ETF depending on market conditions. In particular, the strong performance of the aerospace sector included in the benchmark index and the media & entertainment sector included in the active portfolio recently drove the rise,” he said.

Looking at specific stocks, SM from the media & entertainment sector, which has been held since the listing, rose more than 70% since the beginning of the year, and Intellian Tech from the aerospace sector, newly added in the February regular rebalancing, rose about 12% within three weeks of inclusion.

Director Kim explained, “Recently, the market has seen rapid rotation of themes centered on robots and secondary batteries, and individual stock volatility is even more severe, making it difficult for individual investors to respond timely. In the case of the SOL KEDI Mega Tech Active ETF, themes such as intelligent robots, mobility, and advanced materials that make up the portfolio rotate and generate profits, so it has not been left out of the recent thematic market trends.”

In fact, the SOL KEDI Mega Tech Active ETF recorded a year-to-date return of 18.5%, which is 8.39 percentage points higher than the KOSPI’s 10.12%, maintaining higher returns than the KOSPI across all periods since its listing. Especially, the three-month return recorded 10.60%, steadily achieving excellent performance while the KOSPI’s rise was only 1.79%.

Meanwhile, the ‘SOL KEDI Mega Tech Active’ is an ETF that selects mega tech industries responsible for South Korea’s future and manages them through an active strategy. Mega tech industries include ▲intelligent robots ▲artificial intelligence ▲aerospace ▲mobility ▲advanced materials ▲next-generation energy, and new themes can be added depending on market conditions. In particular, stocks are incorporated based on survey data from heads of research centers and best analysts at domestic securities firms, allowing quick reflection of changes in the world and structurally growing industries, which is an advantage in responding to rapidly changing market trends.

Director Kim added, “If the current market conditions continue, focusing on a single theme or stock may lead to losses due to inability to respond to changes, so diversified investment through ETFs can be an alternative.”

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