Samsung Asset Management's KODEX Monthly Dividend ETF Series Surpasses 5 Trillion KRW in Net Assets

Samsung Asset Management announced on the 16th that the net assets of the KODEX monthly dividend exchange-traded fund (ETF) series, consisting of 24 types, have surpassed 5 trillion won. The net purchase amount by individual investors from last year to recently reached 1.5231 trillion won, drawing attention.

Monthly dividend ETFs provide regular monthly dividend income, making them attractive products for investors seeking stable cash flow. They are also popular among retirees who need regular income after retirement and lump-sum investors managing large sums of money.

Samsung Asset Management currently offers a lineup of 24 monthly dividend ETFs, including 11 equity types, 3 bond-mixed types, 7 bond types, and 3 REIT types, providing investors with diverse options. Among these, 9 covered call products using call option writing are included and have received positive responses from investors.

To meet the demand from investors seeking stable monthly dividend income, Samsung Asset Management has newly launched 7 target covered call products. These include three U.S. target covered call ETFs: KODEX US AI Tech TOP10 Target Covered Call, KODEX US 30-Year Treasury Target Covered Call (Synthetic H), and KODEX US Dividend Dow Jones Target Covered Call, as well as domestic target covered call ETFs KODEX200 Target Covered Call and KODEX Financial High Dividend Target Covered Call, and two U.S. representative index OTM covered call ETFs.

The newly introduced KODEX US S&P 500 Daily Covered Call OTM and KODEX US Nasdaq 100 Daily Covered Call OTM are suitable for investors who find current valuations burdensome. Despite being newly listed, the KODEX US Nasdaq 100 Daily Covered Call OTM, which was listed last year, recorded net gains of 20.8 billion won this year, and the KODEX US S&P 500 Daily Covered Call OTM, listed on the 7th, has also recorded 29.5 billion won.

Im Tae-hyuk, Executive Director of the ETF Management Division at Samsung Asset Management, said, “Among Samsung Asset Management’s many monthly dividend ETFs, the ones receiving significant recent attention are the two next-generation covered calls called the US S&P 500 Daily Covered Call OTM and the US Nasdaq 100 Daily Covered Call OTM. These products have opened a path for investors who find the current index levels burdensome to participate in the upside.”

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