Equity Allocation of 30% or Less, Investment in High-Quality Bonds

Pursuing Both Stability and Growth

Shinhan Asset Management announced on the 13th that it has remodeled its existing "Shinhan Public Offering & Band Trading 30 Fund" and newly launched it as the "Shinhan Paradigm Korea 30 Fund."


The Shinhan Paradigm Korea 30 Fund is a long-standing fund that was established in 2016. Through this remodeling, it will be operated as a bond-mixed fund (with an equity portion of 30% or less) based on Shinhan Asset Management's flagship equity investment strategy, the "paradigm investment strategy."


Shinhan Asset Management Launches Remodeled "Paradigm Korea 30 Fund" View original image

The paradigm investment strategy goes beyond traditional sector classifications, seeking investment opportunities centered on structural changes within industries and new growth drivers. The management team selects promising companies based on key paradigms such as AI, industrials, K-consumer goods, shareholder value, and biotech, and diversifies investments among them. The portfolio is constructed through on-site company visits and thorough fundamental analysis.


The "Shinhan Paradigm Korea Fund (Equity)", which is managed using this strategy, has recently delivered outstanding performance. Based on the A1 class of the Shinhan Paradigm Korea Fund (Equity), it recorded returns of 51.07% over the past three months, 103.11% over the past six months, and 214.40% over the past year. The "paradigm target conversion fund" series, launched last year, also achieved its target returns consecutively.


Shinhan Asset Management plans to launch the "Shinhan Paradigm Korea 50 Fund", which will be operated with an equity ratio of around 50% within the first half of the year, thereby building a lineup of paradigm funds tailored to various investment preferences.


Kim Kyung-Il, Head of WM Pension Channel Division at Shinhan Asset Management, stated, "Recently, expectations have been rising that the domestic stock market is entering a new growth phase, centered on AI and industrial structural changes," and added, "The Shinhan Paradigm Korea 30 Fund aims to actively participate in the upward trend of the Korean stock market, while also including high-quality bonds to pursue stable performance even during periods of increased market volatility."



This fund can be subscribed to through KB Securities, DB Financial Investment, IBK Investment & Securities, NH Investment & Securities, SK Securities, Kwangju Bank, Kyongnam Bank, Kyobo Securities, Kookmin Bank, NongHyup Bank, Daishin Securities, Busan Bank, Suhyup Bank, Shinhan Bank, Shinhan Investment & Securities, Mirae Asset Securities, Woori Bank, Woori Investment & Securities, Yuanta Securities, Jeonbuk Bank, Jeju Bank, Kiwoom Securities, Hana Securities, Korea Investment & Securities, and Hyundai Motor Securities, among others.


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

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