Samsung Asset Management "KODEX's Net Assets Increase by 1.9 Trillion KRW in January... Surpasses 50 Trillion KRW"

Samsung Asset Management announced on the 5th that the net assets of KODEX Exchange-Traded Funds (ETFs) increased by 1.9 trillion KRW in January alone, reaching 50.7 trillion KRW as of the end of January.

Samsung Asset Management's KODEX ETFs recorded a historic net asset increase of 15.8 trillion KRW over the past year. Continuing this momentum, net assets grew by 1.9 trillion KRW in January this year, reaching 50.7 trillion KRW. Considering that the overall ETF market increased by 3.4 trillion KRW from 121.1 trillion KRW to 124.5 trillion KRW during the same period, KODEX led approximately 56% of the growth.

The increase in KODEX's net assets in January was partly driven by the domestic stock market decline. Investors who withheld judgment on market direction and those who viewed the market downturn as an investment opportunity actively flocked to parking-type and equity-type products, resulting in related products appearing among the top 5 in net asset growth. Net assets increased in the following order: KODEX CD Interest Rate Active 1.14 trillion KRW, KODEX Top5PlusTR 710 billion KRW, KODEX Leverage 370 billion KRW, KODEX FnTop10 Equal Weight 230 billion KRW, and KODEX KOFR Interest Rate Active 140 billion KRW.

This trend was also evident in individual net purchases. Individual investors recorded the largest net purchases in ETFs overall in the following order: KODEX Leverage 650 billion KRW, KODEX KOSDAQ150 Leverage 250 billion KRW, KODEX200 80 billion KRW, and KODEX CD Interest Rate Active 70 billion KRW. They showed a stronger tendency to actively utilize the recent stock price decline as an investment opportunity.

Kim Do-hyung, Head of ETF Consulting at Samsung Asset Management, said, “This year, there are still many variables that could increase market volatility, such as major elections in the US and other countries, the timing of the Federal Reserve's interest rate cuts, and concerns about China's economic slowdown. We will continue to proactively introduce a variety of products so that ETF investors can flexibly respond to market conditions by utilizing KODEX’s domestic and international index-type, sector-type, theme-type, bond-type, and parking-type ETFs.”

Meanwhile, KODEX surpassed 50 trillion KRW in net assets for the first time in history in January, and KODEX CD Interest Rate Active exceeded 7 trillion KRW in net assets just eight months after its listing, setting a new record for the shortest time. Additionally, with the launch of the new KODEX Tesla Income Premium Bond Mixed Active, the total number of listed ETFs reached 180.

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