Asset Plus 'Global Blacksmith Active' ETF Surpasses 212% Return Since Inception

Asset Plus Asset Management announced on the 17th that the 'Asset Plus Global Blacksmith Active' ETF has surpassed a cumulative return of 212% since its inception, delivering outperformance compared to its benchmark (83%).

According to Asset Plus Asset Management, the Global Blacksmith Active ETF achieved the highest year-to-date return among domestic active ETFs that use the S&P 500 Index, as provided by the Korea Exchange, as their comparative index.

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An official from Asset Plus Asset Management explained, "This result was made possible by the differentiated stock selection capabilities of our portfolio managers. It demonstrates not only strong short-term performance but also the competitiveness of the ETF as a long-term investment product."

The Asset Plus Global Blacksmith Active ETF is a fund that focuses on business models capable of enjoying monopolistic profits in the supply chain supporting highly competitive upstream industries. Rather than investing by theme, the fund emphasizes business models.

Key companies in the supporting value chain behind the fierce AI supremacy race-including ▲Semiconductors (TSMC, SK hynix) ▲Optical Communications (Coherent, Ciena) ▲Power Infrastructure (GE Vernova, Bloom Energy) ▲Japanese materials and components (Resonac, Mitsui Kinzoku)-are seen as having driven the ETF’s returns. The company explained that proactively including stocks such as JD Logistics, which are rarely covered in Korea, also contributed to the differentiated performance.

Taehoon Ko, Head of Active ETF management at Asset Plus Asset Management, said, "Even amid the recent volatility in global stock markets, our unique investment philosophy of focusing on top-tier companies with solid competitiveness has proven effective. We will continue to strive to deliver excellent long-term returns to investors through thorough corporate analysis."

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