Hana Asset Management's Four Major U.S. Index ETFs Surpass 500 Billion KRW in Net Assets

Hana Asset Management announced that the combined net asset value of its four ETFs investing in major U.S. indices has surpassed 500 billion KRW. The four ETFs are: 1Q US S&P500, 1Q US Nasdaq100, 1Q US S&P500 US Treasury 50 Active, and 1Q US Nasdaq100 US Treasury 50 Active. As of December 4, the total net asset value reached 501.4 billion KRW.

The 1Q US S&P500 ETF tracks the S&P500 index, which consists of 500 leading blue-chip stocks representing the U.S. market. The 1Q US Nasdaq100 ETF tracks the Nasdaq100 index, made up of 100 leading sector stocks listed on the U.S. Nasdaq market. Since their listing, the net asset values of the 1Q US S&P500 and 1Q US Nasdaq100 ETFs have grown rapidly, reaching 173.3 billion KRW and 62.8 billion KRW, respectively, as of December 4.

The net asset values of the bond-mixed versions of the major U.S. index ETFs-1Q US S&P500 US Treasury 50 Active and 1Q US Nasdaq100 US Treasury 50 Active-stood at 153.4 billion KRW and 111.9 billion KRW, respectively.

The so-called "second-generation bond-mixed ETFs" are considered well-suited for strategies that actively increase exposure to major U.S. indices in retirement pension (DC/IRP) accounts to enhance expected returns. According to regulations, retirement pension accounts must allocate 30% of total assets to safe assets such as bond-mixed ETFs, savings, or bonds, while up to 70% can be invested in risk assets like stocks. By including "second-generation bond-mixed ETFs" within the 30% safe asset allocation and U.S. major index ETFs within the 70% risk asset allocation, investors can effectively invest up to 85% of their overall portfolio in major U.S. indices.

CEO Kim Taewoo stated, "Hana Asset Management's four U.S. major index ETFs are highly popular among individual and pension investors due to their excellent diversification effect and low fees."

He added, "Using a pension account can maximize tax deferral benefits, and the four 1Q U.S. major index ETFs are especially suitable for long-term investments such as pensions, thanks to some of the lowest fees in the industry."

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