Korea Investment & Securities Launches Profit-Differentiated 'Korea Investment US Economy Leading Industry Fund'

Korea Investment & Securities announced that it will exclusively sell the profit and loss differential public offering fund 'Korea Investment US Economy Leading Industry Fund' starting from the 8th.

The Korea Investment US Economy Leading Industry Fund invests in US-listed stocks that can deepen the strong trend of the US economy among key industries leading future growth. It is a public offering private equity fund (private equity fund of funds) that invests in seven private equity funds managed under the themes of Semiconductor & Hardware, AI & Software, Pharmaceuticals & Biotechnology, Future Financial Services, Traditional & Future Energy, Infrastructure, and Aerospace & Defense. Korea Investment Management is in charge of managing the fund.

This fund is a profit and loss differential fund that prioritizes customers as senior investors and affiliates including Korea Investment Holdings as junior investors. Even if the fund incurs losses, junior investors absorb losses first up to -15%. Conversely, when profits occur, up to 10% of the profits from each private equity fund are distributed between senior and junior investors at an 85:15 ratio, and profits exceeding 10% are shared between senior and junior investors at a 55:45 ratio. The management period is three years, and early redemption occurs if the yield reaches 15% before maturity. If the redemption condition is met within one year after establishment, redemption occurs 15 business days after the minimum holding period (one year) has passed; if the condition is met after one year, redemption occurs 15 business days from that date.

Yang Won-taek, Head of Investment Products Division, said, "This product was designed to enhance customers' investment stability through profit and loss differentiation amid high volatility in domestic and international stock markets," adding, "We plan to launch various products in the future to improve customer investment returns."

Subscription recruitment is open until the 22nd, and the establishment date is the 23rd. Online class subscriptions are also available. For more details, please check Korea Investment & Securities branches and the website.

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