Published 05 Dec.2025 08:37(KST)
Korea Investment Management announced on December 5 that the net asset value of the ACE Global Semiconductor TOP4 Plus Exchange-Traded Fund (ETF) has surpassed 700 billion won.
According to the Korea Exchange, as of the closing price on December 4, the net asset value of the ACE Global Semiconductor TOP4 Plus ETF was recorded at 705.3 billion won. After surpassing 600 billion won at the end of October, the net asset value increased by approximately 100 billion won in just over a month.
The ACE Global Semiconductor TOP4 Plus ETF is a product that focuses investments on leading companies in four core areas of the semiconductor industry: memory, non-memory, foundry, and semiconductor equipment. The top holdings currently include SK Hynix (24.15%), ASML (20.83%), Nvidia (17.80%), and TSMC (17.79%).
The strategy of diversifying investments within the semiconductor industry has led to outstanding long-term performance. Since its listing on November 15, 2022, this ETF has achieved a cumulative return of 351.67%. The three-year and one-year returns were also recorded at 336.26% and 81.01%, respectively. This is the result of mitigating industry volatility through representative investments in each sector and global diversification across Korea, the United States, Taiwan, and the Netherlands.
Capital inflows have also remained steady. According to ETF CHECK, the fund saw inflows of 69.7 billion won over the past month, significantly exceeding the average of 27.6 billion won for the 51 semiconductor ETFs listed in Korea. During the same period, net purchases by individual investors amounted to 14.9 billion won.
Nam Yongsoo, Head of ETF Management at Korea Investment Management, stated, "Artificial intelligence (AI) has established itself as a massive paradigm shift that is restructuring not only technology but also industries and society as a whole," adding, "Semiconductors are the core driving force that has enabled this innovation."
He continued, "The ACE Global Semiconductor TOP4 Plus ETF is a product that focuses on leading companies with unrivaled dominance in the four essential processes required to build AI infrastructure," and introduced it as "a differentiated product that reflects the AI semiconductor infrastructure."
He emphasized, "If you want to enjoy long-term growth potential at the center of the transformation that AI is bringing to the world, the ACE Global Semiconductor TOP4 Plus ETF will be an excellent choice."
The ACE Global Semiconductor TOP4 Plus ETF is a performance-based product, and past returns do not guarantee future results. In addition, principal loss may occur depending on the management outcome.
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