Timefolio Korea Plus Dividend Active ETF, Popular for Monthly Dividends and Tax Savings Effect

Timefolio Asset Management announced on the 12th that the TIMEFOLIO Korea Plus Dividend Active ETF has paid a total distribution of 8.0% up to last month.

Investors who have invested in the ETF will receive a total distribution yield of 8.5% this year, including the December distribution to be paid in the future. The TIMEFOLIO Korea Plus Dividend Active ETF has a distinctive advantage over general dividend ETFs in terms of taxation. Typical high-dividend ETFs pay dividends from dividend income generated by the stocks they hold. A dividend income tax of 14.5% is applied to the distributions.

The TIMEFOLIO Korea Plus Dividend Active ETF also pays monthly distributions from non-taxable domestic stock trading gains, resulting in a high tax-saving dividend investment effect. Of the total distribution per share of 1,077 KRW paid this year, only 553 KRW was subject to dividend income tax. About half of the distributions received by investors were tax-exempt income.

The per-share taxable base amount, which allows investors to check the taxable portion of the monthly distributions, can be found on the distribution payment status page on the Timefolio Asset Management website.

With the recent trend of global central banks expected to continue lowering interest rates through next year, the investment appeal of high-dividend ETFs, which can offer higher yields compared to deposit interest rates or bond yields, is gaining attention. The TIMEFOLIO Korea Plus Dividend Active ETF provides high-dividend stock investment, monthly dividends (including special dividends), and tax-saving benefits all in one.

According to DataGuide, as of the 10th, the distribution yield of the TIMEFOLIO Korea Plus Dividend Active ETF this year reaches 8%. In addition to the regular monthly dividend (0.5%), it provides two special dividends annually, offering investors a stable cash flow. The total net assets under management (AUM) have increased approximately sixfold since the beginning of the year.

Namho Kim, Deputy General Manager at Timefolio Asset Management, stated, "We are providing investors with high satisfaction through stable cash flow and tax benefits," adding, "As interest rate cuts and interest in dividend ETFs increase, combining monthly dividends, special dividends, and tax-saving effects will greatly help investors seeking stable long-term returns."

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