KoAct Global Climate Tech Infrastructure Active, 76.7% Return After Listing

Samsung Active Asset Management announced on the 21st that the 'KoAct Global Climate Tech Infrastructure Active ETF,' launched in January last year, achieved a return of 76.7% in just over one year. During the same period, the S&P 500 index and Nasdaq index rose by 25.4% and 30.4%, respectively.

The KoAct Global Climate Tech Infrastructure Active ETF is the first globally listed low-carbon power infrastructure ETF in Korea. The strategy of steadily increasing investments across the U.S. power industry proved effective. It invests not only in renewable energy but also in low-carbon energy sources such as natural gas and nuclear power. A significant portion is also invested in power infrastructure. With U.S. power demand rising at an unprecedented pace due to the AI industry, the second Trump administration is expected to actively promote power grid modernization to support this growth.

Investment companies include GE Vernova (gas/wind turbines, power equipment), Bloom Energy (SOFC fuel cells), Tesla (electric vehicles, ESS), First Solar (utility solar modules), and Siemens Energy (gas/wind turbines, power equipment).

Regarding the strong performance of KoAct Global Climate Tech Infrastructure Active, Kim Hyosik, Head of Operation Team 2 at Samsung Active Asset Management, analyzed that the strategy of expanding investment proportions in the power infrastructure sector and natural gas industry was effective. Kim said, "The power generation and power infrastructure industries are expected to record high growth for a considerable period, supported by the continuous expansion of electric vehicles and the rapid development in the AI field." He added, "KoAct Global Climate Tech Infrastructure Active will provide high returns to investors through proactive investments encompassing not only renewable energy but also low-carbon energy industries such as natural gas and nuclear power, as well as the power infrastructure sector."

In December last year, Samsung Active Asset Management launched the ‘KoAct U.S. Natural Gas Infrastructure Active’ ETF, which focuses on core companies in the U.S. natural gas industry. While existing products track natural gas prices themselves, this ETF is the only product that invests in key companies within the U.S. natural gas industry.

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