Samsung Active Asset Management's KoAct Surpasses 300 Billion KRW in Net Assets After 10 Months

Samsung Active Asset Management's KoAct Exchange-Traded Fund (ETF) surpassed 300 billion KRW in net assets just 10 months after its first product listing, the company announced on the 16th. It has been 287 days since the launch of 'KoAct BioHealthcare Active' in August last year. This is the fastest pace among active ETF specialized asset managers.

A company representative stated, "The reason KoAct ETF was able to reach 300 billion KRW so quickly is due to its philosophy of 'investing in the changes of the world' and discovering thematic ETFs that correspond to mega-trends capable of long-term growth over the next five years or more," adding, "It is analyzed that this is because Samsung Active Asset Management is showing differentiated performance based on its outstanding active management capabilities accumulated over time."

In fact, KoAct launched BioHealthcare Active in August last year, followed by Global AI & Robot Active in November, Global Climate Tech Infrastructure Tech Active in January this year, Dividend Growth Active in February, and Tech Core Materials Supply Chain Active this month. The returns of KoAct Global Climate Tech Infrastructure Active and KoAct Global AI & Robot Active reached 29.30% and 27.95% respectively after listing. During the same period, these returns outperformed the KOSPI by 17.2 percentage points and 18.4 percentage points respectively.

KoAct Global Climate Tech Infrastructure Active is the first power infrastructure ETF listed domestically. It has achieved positive results by proactively investing in leading companies in power infrastructure, which is gaining attention as the foundation of next-generation industries such as AI semiconductors, data centers, electric vehicles, and cryptocurrencies. Unlike other AI-themed ETFs that focus on specific areas, KoAct Global AI & Robot Active subdivides the AI industry into AI infrastructure, AI services, and robotics integrated with AI, conducting portfolio rebalancing according to the development stages of the AI industry, thereby recording differentiated performance.

Meanwhile, KoAct BioHealthcare Active and KoAct Dividend Growth Active are the first active ETFs in their respective thematic categories. They have attracted significant interest from both institutional and individual investors, surpassing 100 billion KRW in net assets each within a short period after listing.

KoAct BioHealthcare Active emerged as the first ETF to apply an active management approach to the bio-investment sector, which had been subdued due to the sustained high interest rate environment following the global COVID-19 pandemic. It has been recognized as an investment product preparing for a shift to interest rate cuts and the synergy creation between AI and the bio sector. KoAct Dividend Growth Active also referred to the operational standards of Japan's JPX Prime 150 Index, which recorded high performance last year. By focusing investments on domestic companies expected to deliver shareholder returns and dividend growth based on low PBR (Price-to-Book Ratio) and high ROE (Return on Equity), it has drawn concentrated attention from institutional investors.

Seobeomjin, Head of Strategy Solutions at Samsung Active Asset Management, said, “KoAct ETFs will continue to launch thematic active ETFs that can sustain growth rather than short-term trends, providing differentiated performance to repay the interest and support shown by investors so far.” He added, “We will also take the lead in growing the domestic active ETF market, which remains at about 2% compared to 6% in the U.S. ETF market.”

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