DB Asset Management Launches KOSDAQ Fund to Benefit from National Growth Fund Policy

DB Asset Management announced on the 25th that it will launch the “DB KOSDAQ Megatrend Target Maturity Securities Investment Trust [Mixed Equity],” a fund that will make concentrated investments in core KOSDAQ stocks expected to benefit from the government’s key economic policy, the “National Growth Fund.”

The National Growth Fund is a flagship policy project of the current administration that will allocate a total of 150 trillion won to advanced sectors such as artificial intelligence (AI), semiconductors, mobility, and bio, and share the resulting gains. DB Asset Management noted that the direction of this policy capital is highly consistent with the industrial structure of the KOSDAQ market, and plans to concentrate investments in four “High-Synergy” sectors where policy benefits are expected to materialize quickly.

The four sectors targeted by this fund are: ▲ AI and robots (with software and component value chains in place) ▲ semiconductors, displays, and secondary batteries (reducing financial costs through ultra-low-interest loans) ▲ bio-healthcare (inflows of mega-project capital and revitalization of clinical trials and M&A) ▲ K-content (revitalization of technology- and intellectual-property-based investment).

In particular, the fund maximizes management efficiency by carefully selecting policy beneficiaries through a “three-stage filtering” process and structuring them under a “Core-Satellite” strategy. Among the stocks selected after analysis of policy suitability, earnings, and supply-demand, 60% will be allocated to blue chips (Core) in areas such as semiconductors and bio that are based on earnings, patents, and national strategic technologies to secure stability, while 30% will be allocated to high-growth scaling-up companies (Satellite) in AI, robots, and content to enhance return elasticity.

Once the fund achieves its target return of 10% after inception (when the Class A base price reaches 1,100 won), it will reduce its equity exposure and convert into a domestic short-term bond-type vehicle under a “target maturity” structure. This structure is designed to mitigate risk and lock in gains even when market volatility increases.

A DB Asset Management representative said, “As the full-scale deployment of policy capital begins in 2026, we expect the structural undervaluation of the KOSDAQ market to be resolved,” adding, “This will be a good investment opportunity to preempt undervalued, high-quality KOSDAQ companies in the early stage of the policy momentum, before institutional investors’ funds flow in.”

The fund will be marketed from today until March 6 and will be established and begin operation on March 6. Investors can subscribe through Korea Investment & Securities, Daishin Securities, Shinhan Investment & Securities, Kyobo Securities, Meritz Securities, Samsung Life Insurance, IBK Securities, IM Securities, and DB Financial Investment.

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