Analysis of Dividend Investment and Growth in Bond Hybrid ETFs in the Korean Market
Hanwha Asset Management's 'PLUS High Dividend Equity-Bond Hybrid' ETF has reached the largest scale among domestic bond hybrid ETFs. This ETF recorded a sixfold growth since the beginning of the year, with a net asset value of 300 billion won. Its strategy involves investing approximately 40% in high dividend stocks and 60% in quality bonds. The shift towards Korean dividend stocks has been accelerated by the reduction of tax deferral benefits on foreign dividend funds and ETFs, contributing to the growth of this product.
High-net-worth investors are increasingly focusing on dividend ETFs, a trend supported by President Lee Jae-myung's commitment to buying KOSPI 200 ETFs and pushing for separate taxation on dividend income. Investors are flocking to the PLUS High Dividend Equity and Bank High Dividend Plus ETFs, drawn by high total returns and reduced tax burdens. Investing particularly in high-dividend bank stocks could make banks the major beneficiaries of this trend.
The investment paradigm in the retirement pension market is also shifting. Due to the Lee administration's policies enhancing shareholder returns, investment strategies favoring Korean dividend stocks over American ones are gaining attention. Bond hybrid ETFs that incorporate high-dividend stocks and bonds are growing, and Hanwha Asset Management's 'PLUS High Dividend Equity-Bond Hybrid' ETF is drawing notable attention as its net asset value significantly increases.
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Unlike President Lee, We Are Not Satisfied with KOSPI ETFs; Gangnam's Wealthy Are Now Focused on High Dividend ETFs - Maeil Business NewspaperEncouraged by the president to invest in KOSPI and moving toward separate taxation for dividend income, the preferred investment products for wealthy individuals manage 1.4 trillion with 'PLUS High Dividend Stocks' yielding over 50% in total. Investments in Gangnam offices have increased fivefold, with 'Bank High Dividend Plus' also attracting large sums, focusing on 10 domestic bank stocks with total returns exceeding 60%.
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PLUS High Dividend Bond Hybrid Net Assets Grow Sixfold Since Beginning of Year - Maeil Business NewspaperWith net assets of 300 billion KRW, the largest among domestic hybrid bond ETFs
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