Hantoo Asset Management, Korea Investment Credit Focus ESG Fund Surpasses 1.5 Trillion KRW in Assets Under Management

The Largest Domestic Corporate Bond Public Offering Fund
Leading Its Category with a 4.94% Return Since the Beginning of the Year

Korea Investment Trust Management announced on the 15th that the assets under management of the ‘Korea Investment Credit Focus ESG Fund,’ which invests in high-quality domestic credit, have surpassed 1.5 trillion KRW.

According to FnGuide, the Korea Investment Credit Focus ESG Fund recorded assets under management of 1.5639 trillion KRW as of the 14th. Since the beginning of this year, the fund’s assets under management have increased by an average of 102.3 billion KRW each month compared to the end of the previous month. This represents a growth of 208.34% compared to 507.2 billion KRW at the end of last year.

The Korea Investment Credit Focus ESG Fund has the highest year-to-date return of 4.94% among domestic corporate bond public funds (based on C-W class). Its 1-year, 3-year, and 5-year returns are 7.99%, 13.47%, and 18.04%, respectively.

The Korea Investment Credit Focus ESG Fund series is a flagship domestic bond fund of Korea Investment Trust Management, which has been managed for 15 years since its launch in 2008. The fund invests in high-quality domestic credit bonds rated A- or higher, aiming to generate both interest income and capital gains. Its duration is approximately 1.5 to 2 years. To manage liquidity, it maintains a certain proportion of government bonds and discovers undervalued securities through thorough stock analysis.

Park Bitnara, head of the FI Management 2 Department at Korea Investment Trust Management, has been with the company for 16 years, which is cited as a key to maintaining continuity and stability in management. The FI Management 2 Department manages about 17 trillion KRW in domestic bond funds and discretionary assets, which is a strength due to its abundant management know-how. Three dedicated credit analysts meticulously manage the asset class for the Korea Investment Credit Focus ESG Fund.

Park said, "The Korea Investment Credit Focus ESG Fund series has recorded superior performance compared to similar products through the selection of undervalued securities, leading to significant inflows of retail and retirement pension funds." He added, "In anticipation of lower reinvestment yields when interest rates decline due to the shift in monetary policy, demand for investment has expanded as duration was proactively extended."

He explained, "Currently, macro conditions show clear price stability, and as major countries also enter a rate-cutting phase, the Bank of Korea has also implemented rate cuts. We will strive to generate excess returns through active stock analysis and thorough credit risk management."

The Korea Investment Credit Focus ESG Fund is a performance dividend product, and past returns do not guarantee future performance. Principal loss may occur depending on management results.

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