Samsung Asset Management's KODEX 200 Active Surpasses 200 Billion KRW in Net Assets

Samsung Asset Management announced on the 27th that the 'KODEX 200 Active ETF,' which was listed at the end of October, recorded net assets of 209.8 billion KRW. This is attributed to the continuous inflow of institutional investors and the performance of a differentiated management strategy.

KODEX 200 Active invests not only in the existing components of the KOSPI 200 index but also in expected inclusion stocks. It aims to achieve an annual excess return of 3-5% (including dividends) compared to the KOSPI 200. The total expense ratio is also low at 0.15%, making it easy to invest in the domestic stock market without burden among active ETFs.

The strategy involves adjusting the weighting by simultaneously considering the 'size/value/profitability' factors of the investment targets, increasing exposure to factors expected to deliver excess returns in specific segments. The portfolio is adjusted focusing on factors within the index components that have experienced relatively excessive declines or stocks expected to see concentrated performance improvements, thereby capturing positive market opportunities. It pursues stable excess returns through trading strategies utilizing arbitrage, IPOs, and rights offerings.

Since its inception, KODEX 200 Active has shown potential by delivering an excess return of 0.15 percentage points (P) compared to the KOSPI 200 index over the same period.

Kwon Gu-hwang, a manager at Samsung Asset Management, said, "Unlike passive ETFs that track existing benchmarks, the KODEX 200 Active ETF pursues an active investment strategy and will provide differentiated performance to investors."

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