SOL US Nuclear SMR ETF Surpasses 200 Billion KRW in Net Assets

Shinhan Asset Management announced on August 14 that the net assets of the 'SOL US Nuclear SMR' ETF, which was listed in mid-May, have surpassed 200 billion KRW.

The SOL US Nuclear SMR ETF, which has attracted significant attention since its initial listing, has recorded a cumulative net purchase of 86.7 billion KRW by individual investors since listing. It has become the most popular nuclear ETF among individual investors.

On July 23, US President Donald Trump officially announced the 'America's AI Action Plan,' which will serve as the foundation for the country's artificial intelligence (AI) policies. By strongly expressing the government's commitment to expanding the AI industry at the national level, expectations for the nuclear SMR industry, which is considered the next-generation energy source to address US AI power demand issues, are rapidly spreading.

The importance of small modular reactors (SMRs), a type of nuclear power technology, has grown as a way to address the increased power demand resulting from AI infrastructure expansion and to strengthen energy security. As a result of heightened investor interest, the SOL US Nuclear SMR ETF has delivered a return of 48.60% since its listing, outperforming the S&P 500 index's 8.86% rise over the same period.

The SOL US Nuclear SMR ETF invests in 18 US nuclear industry value chain companies, covering everything from uranium mining and reactor operations to leading SMR firms.

Kim Junghyun, Head of ETF Business at Shinhan Asset Management, stated, "Amid the continued strong momentum of US tech stocks, investments in AI infrastructure are expanding, bringing increased attention to US nuclear-related companies."

He added, "Given that the US administration has designated the nuclear industry as a core strategy for US energy, it is important to continue focusing on the US nuclear industry, particularly on SMRs, which are emerging as a technological and policy centerpiece."

Shinhan Asset Management plans to list the 'SOL Korea Nuclear SMR' ETF, which invests in the domestic nuclear industry that is gaining attention as a new pillar of the Korea-US strategic partnership, on the Korea Exchange on August 19.

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