Growth and Performance Shifts in the Korean ETF Market
The domestic active stock ETF market is witnessing rapid growth, reaching a total asset under management (AUM) of 13 trillion KRW. Timefolio Asset Management has particularly established itself with an impressive AUM of 3.5 trillion KRW in the active stock ETF sector. Individual investors are actively engaging in overseas stock and thematic ETFs, contributing over 2 trillion KRW in net purchases.
Samsung Active Asset Management has emerged significantly with its 'KoAct' brand, reporting over 1 trillion KRW in AUM. This growth has been particularly driven by the inflow of 1.4 trillion KRW into the 'KoAct Biohealthcare Active' ETF. This success is indicative of Samsung's strategic investment ambitions and the market's positive outlook on relevant sectors.
Hanwha Asset Management and Kiwoom Investment Asset Management faced challenges in November with net asset outflows, resulting in loss of market share. Hanwha's AUM dropped by nearly 200 billion KRW to the 6 trillion KRW range, partly due to underperformance in four of its ETF products. Similarly, Kiwoom experienced a 129.3 billion KRW outflow.
Biotech-related ETFs have outperformed the market in November, with 15 out of the 20 top-performing stocks being from the sector. Timefolio's K-Bio Active ETF led the pack with a 29.56% return. This strong performance is attributed to increased global tech export contracts and a revival in investment sentiment, highlighted by an 8.86% rise in the KRX Healthcare Index.
Mirae Asset Management Launches Year-End Dividend ETF Event
Mirae Asset Management has announced a special year-end event for investors in its 'TIGER Korea Dividend Dow Jones', 'TIGER Bank High Dividend Plus TOP10', and 'TIGER REIT Real Estate Infrastructure' ETFs. This event, which runs until January 2nd of next year, targets products characterized by investments in high dividend-yield blue chips and major bank stocks. Investors can participate by verifying their dividend receipt or purchase records, gaining eligibility for various prizes.
Interest in high dividend-yield stocks has been growing in the domestic market recently. This trend is driven by stock market volatility and tax reforms, such as the separation of dividend income taxation, which have highlighted the attractiveness of investing in high dividend stocks. Mirae Asset Management's event aligns with this trend by offering opportunities to invest in stocks with high dividend yields and stable dividend growth rates, thereby allowing investors to anticipate stable yet increasing dividend income.
RISE Korea Value Up ETF Surpasses 300 Billion Won in Assets
The RISE Korea Value Up ETF by KB Asset Management has surpassed 300 billion won in assets. This achievement highlights its resilience amid market volatility, benefiting from shareholder-friendly policies and advancements in capital market modernizations. Notably, the ETF stands out with the industry's lowest fees and a monthly dividend structure, making it highly attractive to investors.
The ETF recorded an impressive 74.36% return since the beginning of the year, achieving 30.04% and 51.35% returns over the past three and six months, respectively. These outstanding returns reflect the stable stock performances of companies benefiting from value-adding policies and the positive influence of government initiatives.
Samsung Asset Management's Success with Global Eco-friendly Power Infrastructure ETF
Samsung Asset Management's 'KoAct Global Eco-friendly Power Infrastructure Active ETF' has recorded a stellar 56.1% return since the beginning of the year, emerging as the top performer among overseas stock power and infrastructure sector ETFs. With impressive returns of 23.3% over the last three months, 59% over six months, and 57% over the past year, its performance has been remarkable. The ETF invests in global low-carbon power infrastructure, including major portfolio holdings such as First Solar, Bloom Energy, and GE Vernova, adjusting its portfolio with stocks expected to benefit from policy support.
A surge in AI data center demand has triggered a global power shortage, acting as a major backdrop for this strong performance and initiating a supercycle in the power infrastructure industry. Strategic adjustments through investments in global power infrastructure have helped the ETF maintain consistently strong returns. Additionally, issues like data center power standby problems and inflation reduction policies have positively contributed to the ETF’s performance.
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