KCGI New Deal Balance Fund Renamed to KCGI Next Value EMP Fund

KCGI Asset Management announced on the 24th that it will newly launch the 'KCGI New Deal Balance Fund' as the 'KCGI Next Value EMP Fund.'

The renewed KCGI Next Value EMP Fund is a domestic equity fund that invests in ETFs of future growth industries, representative stocks of those sectors, and the top market capitalization company on the KOSPI.

EMP Fund stands for ETF Managed Portfolio, operating a portfolio managed primarily with ETFs. It manages more than 50% of the fund's assets in Exchange-Traded Funds (ETFs) to maximize the effect of diversified investment.

Launched in April 2021, the fund was operated by investing in ETFs related to the Korean New Deal plan and the top market capitalization stocks on the KOSPI. Through the renewal, the structure has been strengthened to reduce risk while flexibly expanding investments in growth industries.

Kim Hyung-seok, the lead portfolio manager of the equity management team, said, "As an EMP fund focusing on growth industries, we expect to mitigate the volatility of individual stock investments while gaining capital gains from industrial growth." He added, "The renewal allows for broader investment, making it easier to respond to the rapidly changing domestic stock market and economic conditions."

The renewed fund is managed with a strategy of diversified investment in sectors expected to have high growth potential, such as shipbuilding, defense, high dividend, cosmetics, semiconductors, and automotive industries through ETFs. Among individual stocks, Samsung Electronics holds the highest weighting.

As of the 21st, the cumulative returns by period are 12.9% for 6 months, 11.8% for 1 year, and 6.0% for 3 years.

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