BNK Asset Management's "BNK Samsung Electronics Small & Mid-Cap Fund" Ranks Among Top Performers in 3-Year Returns

Combining a Samsung Electronics core strategy with semiconductor and AI growth stocks...outperforming the benchmark

BNK Asset Management (CEO Seong Kyungsik)'s "BNK Samsung Electronics Small & Mid-Cap Fund" has been capturing structural growth points within the semiconductor industry in a well-balanced manner and is continuing to deliver strong long-term performance.

According to fund evaluator Zeroin, as of February 19, the fund's three-year return ranked among the very top out of 50 domestic equity small & mid-cap funds. This significantly outperforms the benchmark (BM) return of 72% over the same period, which is based on a mix of 30% KOSPI Large Cap + 35% KOSPI Small & Mid Cap + 35% KOSDAQ.

Since its inception in December 2020, the fund's cumulative return has also remained at the top tier among comparable funds, and its year-to-date return is likewise outperforming the peer average.

The driving force behind this performance lies in its balanced management strategy between large-cap and small & mid-cap stocks. The fund is structured around a large-cap "core" strategy centered on Samsung Electronics, on top of which it selectively invests in small & mid-cap stocks in growth industries such as semiconductors, AI infrastructure, energy, and robotics.

In particular, during phases when large-cap semiconductor stocks such as SK Hynix are leading the market, the fund increases its allocation to these names to secure stability. When market-leading sectors broaden out, it has flexibly adjusted the weighting of small & mid-cap growth stocks in pursuit of excess returns.

BNK Asset Management stated, "In 2026 as well, the prevailing outlook is that the uptrend in earnings centered on semiconductors will continue, driven by an improvement in memory industry conditions stemming from the expansion of AI infrastructure," adding, "It is also positive that global investment banks (IBs) are successively raising their earnings estimates and target prices for Samsung Electronics."

The company continued, "If KOSDAQ activation policies such as the launch of the 150 trillion won National Growth Fund, tax incentives, and liquidity support are fully implemented, we expect a rebound in small & mid-cap stocks, which have relatively underperformed large caps," and explained, "Such changes in the environment will also create favorable conditions from the perspective of the fund's management strategy."

The "BNK Samsung Electronics Small & Mid-Cap Fund" is available for subscription through BNK Busan Bank, BNK Kyongnam Bank, Woori Bank, NH Nonghyup Bank, and Industrial Bank of Korea, as well as BNK Investment & Securities, Hana Securities, NH Investment & Securities, Eugene Investment & Securities, Woori Investment & Securities, Yuanta Securities, IBK Investment & Securities, KB Securities, and others.

BNK Asset Management 'BNK Samsung Electronics Small & Mid-Cap Fund' Notice

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