Samsung Asset Management is introducing a new maturity-matched corporate bond ETF.


On November 4, Samsung Asset Management announced the new listing of the "KODEX 28-12 Corporate Bond (AA- or Higher) Active" ETF. This ETF is a maturity-matched product, similar to an individual bond, with a fixed term until December 2028.


The ETF invests in high-grade corporate bonds rated AA- or higher, offering higher interest income compared to government or bank bonds. As of November 3, the expected yield to maturity (YTM) is 2.95% per year, with a total expense ratio of 0.09% per year.


KODEX 28-12 Corporate Bond (AA- or Higher) Active invests in top-rated corporate bonds, ranging from AAA to AA-. Samsung Asset Management minimizes credit risk through thorough credit analysis, preemptive risk management, and diversified investment.


Maturity-matched ETFs not only allow investors to invest in bonds with a set maturity, but also share characteristics similar to time deposits. Therefore, investors interested in bonds can invest more conveniently through ETFs, and the product is also suitable for those seeking maximum stability in highly volatile markets.


Unlike time deposits, which typically have investment limits, this ETF has no such restrictions. In addition, investors can receive the full accrued returns up to the point of sale without incurring early redemption fees, even if they redeem before maturity.


Individual investors can invest 100% not only through regular accounts but also through tax-advantaged accounts such as retirement pensions, pension savings, and ISAs. Investing through a pension account provides stable returns as well as additional benefits such as tax deductions and deferred taxation at a lower rate.


Lee Sangjun, a manager at Samsung Asset Management, introduced the product by saying, "The KODEX 28-12 Corporate Bond (AA- or Higher) Active ETF is a product that diversifies investments in high-grade corporate bonds, carefully selected by Samsung Asset Management's bond management division, which manages the largest bond-type funds in the industry."



He added, "Since it offers attractive interest rates compared to government or bank bonds with the same maturity, it will be a good choice for investors seeking both stability and relatively higher yields."

KODEX 28-12 Corporate Bond Active ETF Listed View original image


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

© The Asia Business Daily(www.asiae.co.kr). All rights reserved.

Today’s Briefing