Samsung Asset Management, KODEX Net Assets Surpass 60 Trillion for the First Time in the Industry

Samsung Asset Management announced on the 8th that the net assets of KODEX Exchange-Traded Funds (ETFs) have surpassed 60 trillion KRW for the first time in the industry. This milestone was reached about five months after exceeding 50 trillion KRW at the end of January this year.

KODEX ETFs recorded net assets of 60.3 trillion KRW, surpassing 60 trillion KRW for the first time domestically just over five months after breaking the 50 trillion KRW mark in January.

KODEX ETFs continue to see strong buying demand from both individual and institutional investors. This is because Samsung Asset Management offers an efficient investment vehicle that satisfies diverse investor needs based on many advantages such as a rich lineup of ETF products, high liquidity, and low costs.

KODEX ETFs have grown by introducing new products across various sectors including interest rate types, bonds, domestic indices, US indices, Samsung Group, and the secondary battery industry. This year, KODEX has continued to meet diverse investor demands by consecutively listing products that attract investor interest such as obesity treatments, artificial intelligence (AI) tech, India, REITs, and US 30-year Treasury bonds. The net assets of 11 new KODEX products launched this year are approaching 3 trillion KRW, demonstrating high popularity.

Additionally, as interest in overseas stock investment has rapidly increased, KODEX is also providing investors with more diverse options. In particular, US representative index TR products that show long-term upward trends with dividend reinvestment and monthly dividend products that provide stable dividends have gained attention, resulting in overseas stock net assets growing by 79% compared to last year.

Moreover, Samsung Asset Management is leading investor education to promote a healthy investment culture. Since producing the industry’s first ‘Pension Investment Guide Using ETFs’ in 2020, it has regularly published guidebooks introducing useful ETF investment information to investors. By presenting various investment strategies ranging from monthly dividends, covered calls, REITs, to bonds according to asset types, investors can easily find answers to their questions about products, enhancing the accessibility, convenience, and reliability of KODEX ETFs.

Im Tae-hyuk, Executive Director of Samsung Asset Management, said, “We will continuously launch innovative and stable products so that investors can prepare solid financial plans and secure retirement plans with KODEX ETFs alone, not only through general accounts but also personal pensions, retirement pensions, and ISA accounts.” He added, “We plan to become a more trusted brand for investors, continuously contribute to the development of Korea’s capital market, and strengthen our position as an ETF leader in the global market.”

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