Samsung Active Asset Management's 'KoAct ETF' Surpasses 1 Trillion Won in Net Assets

Samsung Active Asset Management announced on the 13th that the total net assets of all 16 ETFs under its independent active ETF brand 'KoAct' have surpassed 1 trillion won, reaching 1.0108 trillion won.

It took approximately 2 years and 3 months to reach the 1 trillion won milestone since the launch of Samsung Active Asset Management’s first ETF, 'KoAct Bio Healthcare Active', on August 3, 2023. This achievement is significant as it was accomplished solely through active ETFs.

Since introducing the 'KoAct' brand, Samsung Active Asset Management has launched a variety of active ETFs that were previously unavailable in the domestic market, guided by the philosophy of 'investing in the changes of the world.' The A.C.T. in KoAct stands for key future changes: Aging Society, Climate Crisis, and Technology. The company aims to provide ETFs that enable investors to capitalize on these trends.

Based on its strong active management capabilities, Samsung Active Asset Management has consistently delivered stable excess returns. The company’s domestic and overseas ETFs have both outperformed the KOSPI and NASDAQ, respectively.

While the KOSPI rose by 73% this year, KoAct AI Infrastructure Active (109.1%) and KoAct Korea Value-Up Active (84.2%) both outperformed the KOSPI during the same period. Since the beginning of the year, as the NASDAQ 100 posted an 18.4% return, KoAct Global Eco-friendly Power Infrastructure Active (68.8%) and KoAct Global AI & Robot Active (34.8%) achieved excess returns as well.

Among the value-up ETFs that were simultaneously listed by 12 domestic asset management firms in November last year, KoAct Korea Value-Up Active posted an 83.3% return since its listing, ranking first among all value-up ETFs.

The ETFs launched by Samsung Active Asset Management this year have also shown outstanding performance since their listings. KoAct US Nasdaq Growth Companies Active, which uses the NASDAQ Composite Index as its benchmark, has risen by 53.6% since its listing in February, surpassing the NASDAQ’s 21.7% increase by 31.9 percentage points.

'KoAct Global Quantum Computing Active', listed in March, recorded a 106.9% return; 'KoAct Broadcom Value Chain Active', listed in May, achieved 58.7%; 'KoAct K Export Core Companies TOP30 Active', listed in July, posted 26.7%; and 'KoAct Palantir Value Chain Active', listed in August, delivered a 32.2% return.

Ha Ji-won, CEO of Samsung Active Asset Management, stated, "Considering the growth trend of the global ETF market, we expect the market share of equity-type active ETFs to continue growing rapidly. The revitalization of the active ETF market will have a positive impact on the overall growth of the ETF market."

She added, "Samsung Active Asset Management will leverage its accumulated active management expertise and know-how to contribute to the growth of customer assets through a diverse range of active ETF products and optimal portfolios."

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