KB Asset Management Launches 'KB KOSDAQ Blue Chip Fund'

KB Asset Management announced on May 8 that it has launched the 'KB KOSDAQ Blue Chip Fund,' which focuses on concentrated investments in leading KOSDAQ-listed companies in line with the government's KOSDAQ market revitalization policies and the ongoing transformation of industrial structures.

The KB KOSDAQ Blue Chip Fund was developed based on the outlook that increased policy support for technology-driven growth industries such as artificial intelligence (AI), semiconductors, mobility, and bio will lead to a greater inflow of institutional funds into the KOSDAQ market.

Currently, the KOSDAQ market is expected to see changes in the investment environment through regulatory improvements. The government is expanding tax benefits for KOSDAQ venture funds, raising the allocation ratio for public offering shares, and introducing Business Development Companies (BDC), among other initiatives. In particular, there is growing speculation that the KOSDAQ Index may be included as a benchmark in fund performance evaluations in the future, which would further encourage active participation from institutional investors.

KB Asset Management previously launched the 'KB Star KOSDAQ150 Index Fund' in 2016, which now manages approximately 460 billion won in assets. With the introduction of the KB KOSDAQ Blue Chip Fund, the company has established a product lineup that encompasses both active and passive strategies within the KOSDAQ market.

The core investment approach of the KB KOSDAQ Blue Chip Fund is a combination of two strategies. First, the "core strategy" invests 40–60% of assets in leading companies by industry among the KOSDAQ150 index constituents. In addition, the "booster strategy" preemptively identifies and invests in promising companies that are likely to be included in the index in the future to enhance returns.

Given the significant performance differentiation between sectors and individual stocks in the KOSDAQ market, a selective strategy that takes into account both growth potential and supply-demand dynamics is more important than simple index tracking. Accordingly, the fund selects investment targets based on a quantitative analysis that reflects the effects of index inclusion and changes in market liquidity.

Beom Gwangjin, Head of Pension & WM Division at KB Asset Management, stated, "The investment environment in the KOSDAQ market is gradually improving as policy support aligns with industrial restructuring. We will continue to identify differentiated investment opportunities through a selective strategy focused on large-cap growth stocks."

The KB KOSDAQ Blue Chip Fund is available for subscription through major distributors such as Kyobo Securities and Woori Investment & Securities, with plans to expand the list of sales partners in the future.

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