Samsung Asset Management's KODEX Samsung Electronics SK hynix Bond Mix 50 ETF Surpasses 500 Billion Won in Net Assets

Driven by the rising stock prices of Samsung Electronics and SK hynix, the top two semiconductor companies in Korea, the 'KODEX Samsung Electronics SK hynix Bond Mix 50' exchange-traded fund (ETF) attracted 500 billion won in just two weeks after its listing.

On April 23, Samsung Asset Management announced that the KODEX Samsung Electronics SK hynix Bond Mix 50 ETF had surpassed 500 billion won in net assets, reaching a scale of 559.9 billion won within two weeks of its listing.

Since its listing on April 7, the cumulative net purchases by individual investors have amounted to 37.9 billion won. The continued interest from individual investors is attributed to the high allocation in these two companies, which are posting record-high earnings due to rising memory semiconductor prices, while the inclusion of bonds helps reduce volatility. The fund has recorded a return of 10.8% over the two-week period since its listing—a high level considering it is a mixed bond product.

The KODEX Samsung Electronics SK hynix Bond Mix 50 allocates up to 25% each of its assets to Samsung Electronics and SK hynix, the leading blue-chip stocks in Korea, for a total of 50%. The remaining 50% is invested in high-quality domestic bonds such as government bonds, maximizing the effect of asset diversification. This structure allows investors to benefit from capital gains when the semiconductor industry rebounds, while the 50% bond allocation acts as a buffer during downturns, enabling stable investment.

Additionally, the KODEX Samsung Electronics SK hynix Bond Mix 50 maintains a safety asset ratio of over 50%, allowing for 100% investment through individual pension and retirement pension accounts. It is suitable for investors looking to maximize their semiconductor exposure within their pensions, as it meets the 30% safe asset requirement for pension accounts while tracking the stock performance of Samsung Electronics and SK hynix. This ETF pays monthly distributions, with the distribution reference date set as the 15th of each month.

Tae-Hyuk Lim, Managing Director and Head of ETF Management at Samsung Asset Management, stated, "The KODEX Samsung Electronics SK hynix Bond Mix 50 ETF is a product well-suited for long-term pension investors, as it allows investment in the semiconductor growth trend while reducing volatility through a diversified portfolio." He added, "We will continue to introduce a variety of asset allocation ETFs with different structures so that investors can manage their assets stably, receive monthly distributions, and design their cash flows."

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