Korea Investment SoBuJang Korea Fund, Maturity Redemption Yield 36%

Korea Investment Trust Management announced on the 10th that the 'Korea Investment SoBuJang Korea Mixed Asset Investment Trust (Private Investment Fund of Funds)' was successfully matured and repaid after four years of excellent management.

The Korea Investment SoBuJang Korea Mixed Asset Fund achieved a high return of approximately 36% after tax deduction, successfully reaching maturity. This figure surpasses the KOSPI increase rate of 23% during the fund's management period. The fund was launched in January 2020, with a set amount of 23 billion KRW at maturity.

The Korea Investment SoBuJang Korea Mixed Asset Fund is a private investment fund of funds that invests more than 50% in stocks, convertible bonds (CB), and bonds with warrants (BW) of listed and unlisted companies related to materials, parts, and equipment, more than 30% in mid-sized and small enterprises, and diversifies investments into eight private funds managed by professional private fund managers.

This is a profit and loss differential public offering fund product launched by Korea Investment Trust Management. The structure partially protects investors from losses, with Korea Growth Finance and professional private fund managers, as subordinated investors, bearing losses up to 32.4%. Only losses exceeding this amount are borne by senior investors. Profit and loss differential products are gaining popularity as attractive investment options due to their enhanced investment stability. Korea Investment Trust Management has been strengthening its lineup of profit and loss differential products, including launching the 'Korea Investment Global New Growth Fund' in August last year.

Seo Jae-young, head of the Solution Management Department at Korea Investment Trust Management, explained, "We thoroughly reviewed the evaluation methods of investment assets and the status of fund recovery through quarterly performance and risk monitoring," adding, "Our efforts to ensure proper management led to good results."

He continued, "In a situation where the domestic public offering fund market is shrinking, the management results of the SoBuJang Korea Fund are particularly meaningful," and added, "Based on our accumulated management know-how, we plan to pursue stable management performance in the future while launching various fund products and providing investors with more profitable investment opportunities."

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