Samsung Asset Management's 'KODEX Miguk Seohakgaemi' Ranks No.1 in 2024 Returns

Samsung Asset Management announced on the 31st that the KODEX US Seohakgaemi ETF recorded a 98.6% return this year.

The secret to the high returns lies in the portfolio composition, which includes M7 companies with high future growth potential such as Tesla, Nvidia, Apple, and Meta, as well as innovative investment sectors like virtual assets, quantum computing, and US REITs, Samsung Asset Management explained. The ETF also shows strong returns over shorter periods, with 48.8% over 6 months, 45.9% over 3 months, and 17.2% over 1 month.

Investment demand continues, with net purchases by individual investors exceeding 90 billion KRW in December alone.

The KODEX US Seohakgaemi ETF constructs its portfolio by weighting the top 25 companies based on custody amounts held by the Korea Securities Depository among stocks listed on the New York Stock Exchange and Nasdaq, adjusting the weights monthly according to custody amounts. Current investments include major US big tech companies such as Tesla, Nvidia, Apple, Microsoft, Alphabet, Amazon, and Meta. It also invests in leading companies in quantum computing like IonQ, AI software firm Palantir, virtual asset investment company MicroStrategy, SMR (Small Modular Reactor) company NuScale Power, pharmaceutical company Eli Lilly, and prominent US REIT product Realty Income.

Traditional ETFs have limitations in that they can only partially adjust their holdings and weights within a fixed range according to predetermined rules, even when market trends change. The KODEX US Seohakgaemi ETF is praised for its strength in quickly responding to market changes through monthly rebalancing. This flexibility provides investors with a smart investment solution and offers broad investment opportunities that are not limited to specific themes or sectors.

The success of the KODEX US Seohakgaemi ETF indicates the potential expansion of the K-wave, represented by K-pop, K-drama, and K-food, into the investment field. The global recognition of Korean culture, which began with music and movies, now shows promise of gaining attention in the global financial markets as well.

Kim Dohyung, Head of ETF Consulting at Samsung Asset Management, said, "Based on the collective intelligence and trends of investors, we were able to achieve performance surpassing major US indices like the S&P 500 and Nasdaq 100. Thanks to monthly rebalancing based on the portfolios of Seohakgaemi investors, we flexibly responded to market changes and achieved the highest ETF returns this year."

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