Intensive AI Investments in Korea, US, and China... Launch of Shinhan G3 AI Tech EMP Target Maturity Fund

On March 9, Shinhan Asset Management announced the launch of the "Shinhan G3 AI Tech EMP Target Maturity Fund," which invests in core tech ETFs from Korea, the United States, and China—three countries expected to benefit from the growth of the global artificial intelligence (AI) industry.

This fund is a target maturity product seeking to achieve a 7% target return by focusing investments on the AI value chain of the "G3" (Korea, the US, and China), which are central players in the global AI industry. The fund is structured to pursue both growth and stability by diversifying investments across stocks, ETFs, and domestic short-term bond ETFs.

Recently, the global AI industry has been accelerating, driven by large-scale AI investments led by US big tech companies, Korea's competitive strength in semiconductor manufacturing, and China’s extensive manufacturing and data infrastructure. Shinhan Asset Management expects that, as the commercialization of AI spreads throughout industries, the value chains of relevant companies will continue to expand.

The "Shinhan G3 AI Tech EMP Target Maturity Fund" operates with less than 50% of its assets in equities, constructing its portfolio around leading AI sector ETFs and individual stocks in each market. The fund’s country allocation will be determined by comprehensively considering regional momentum and changes in EPS (earnings per share) estimates. In the bond segment, it invests in domestic short-term bond ETFs to reduce volatility and pursue steady interest income.

Shinhan Asset Management has delivered notable results in the target maturity fund market this year. Through three funds—"Shinhan Korea Paradigm Target Maturity Fund No. 1" and "Shinhan Global AI Infrastructure Target Maturity Fund," both launched in January, and "Shinhan Core Paradigm Target Maturity Fund No. 2," launched in February—the company has raised over KRW 240 billion. Notably, the "Shinhan Core Paradigm Target Maturity Fund No. 2" achieved its target return ahead of schedule and was successfully repaid.

Kim Seonghun, Head of Global Investment Management at Shinhan Asset Management, commented, "This product invests in major ETFs and leading companies in Korea, the US, and China, which are driving the AI industry." He added, "As some companies expected to be listed on the STAR Market and ChiNext, such as China’s leading memory semiconductor firms and robotics companies (including Unitree Robotics), are difficult for individuals to invest in directly, utilizing a fund is a good alternative investment option."

The fund is available through KakaoBank, Mirae Asset Securities, and LS Securities. After the subscription period, it is scheduled to be launched on March 17. As a performance-based product, its past returns do not guarantee future results, and principal loss may occur depending on the fund's performance.

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