Samsung Mildang Daramswi Global EMP Fund, Returns Up Since Early This Year

Samsung Asset Management announced on the 7th that the Samsung Mildangdaramjwi Global EMP Fund ranked first among over 180 global equity mixed funds with a year-to-date return of 12.96%.

The Samsung Mildangdaramjwi Global EMP (ETF advisory portfolio) Fund is a 'parent-child' type fund structure that invests in global equity ETFs and bond ETFs, making it an asset allocation product. It actively adjusts the stock and bond ratios within ranges of 80-40% and 20-60%, respectively, based on an initial benchmark of 60% stocks and 40% bonds according to the economic cycle.

The Samsung Mildangdaramjwi Global EMP Fund recorded a year-to-date return of 12.96%, a one-year return of 20.95%, and a three-year return of 32.71%, achieving excellent performance within the top 1% among similar products. Including this fund, Samsung Securities' default option low-risk portfolio 2 achieved first place in one-year performance among about 50 default option low-risk products as of the first quarter.

The Samsung Mildangdaramjwi Global EMP Fund holds dollar assets in a currency-exposed form, which has allowed it to maintain relatively favorable performance even during market downturns. Since its inception in September 2020, the fund’s strong returns have been attributed to its currency exposure strategy, which helped it relatively withstand the period of simultaneous weakness in global equities and global bonds since the second half of 2021. From the first half of last year, when the global economic cycle began to recover, actively increasing the global equity allocation proved effective.

Jae-kwang Shin, Executive Director at Samsung Asset Management, said, "The Samsung Mildangdaramjwi Global EMP Fund is suitable for pension investors such as pension savings or retirement pension default options who want to invest in long-term stock market growth while seeking relatively low volatility." He added, "We will do our best to consistently deliver good performance by actively adjusting investment ratios according to the economic cycle."

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