AI and Physical AI ETFs Draw Market Attention With Outstanding Returns
AI-focused ETFs launched by NH-Amundi Asset Management and TIMEFOLIO Asset Management are making a significant impact in the Korean investment market. The 'HANARO Global Physical AI Active' ETF, managed by NH-Amundi, has delivered an impressive 127% return in its first year, driven by a targeted investment strategy in key value chains such as energy, optical communication infrastructure, semiconductors, and AI models. NH-Amundi emphasizes the re-evaluation of traditional manufacturing firms as AI component suppliers and plans to further expand its ETF lineup in infrastructure and AI model areas.
Meanwhile, TIMEFOLIO's 'TIME Global AI Active' ETF surpassed a 400% cumulative return within two years of listing, ranking first in net asset value among domestic equity active ETFs. Leveraging an aggressive portfolio adjustment approach and in-depth sector analysis, this ETF has consistently outperformed major global indices such as the NASDAQ 100. The product's accessibility through pension and retirement accounts has also made it particularly attractive to retail investors seeking long-term asset growth. Both NH-Amundi and TIMEFOLIO forecast expanding their AI and Physical AI investment strategies, indicating robust growth for this market segment.
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The Secret behind a 127% Annual Yield of the Physical AI ETF: 'Focus on Companies That Use AI Well Rather Than Those That Make It' - EDaily'Physical AI is not a concept limited to specific sectors or themes; it's a trend that changes the overall management approach of industries. In the future, physical tools in various aspects of our lives and industrial sites will evolve into agents equipped with AI.' - Donggeun Choi, NH-Amundi Asset Management ETF Management Team...
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Time Global AI Active ETF Achieves No.1 in Net Assets, Surpassing 400% Returns - Metro NewspaperTimefolio Asset Management's AI Active ETF has surpassed a cumulative return of 400% since its listing, continuing its rapid growth. It has recorded higher performance compared to major global indices, with increased capital inflow, achieving the top position in net assets in the domestic equity active ETF market.
Korea's First Physical AI ETF Achieves 127% in One Year...“Focus on Companies that Utilize AI Effectively” - Seoul Economy“Physical AI such as robot semiconductors and automation is not a distant future but a realistic investment opportunity.” Seung-Cheol Kim, Head of ETF Investments at NH-Amundi Asset Management, stated at the 'Physical AI Investment Strategy Meeting' held in Yeouido, Seoul, on the 22nd, “As AI expands beyond digital into the physical world, the industry will ...
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In Two Years... Timefolio's 'Global AI Active ETF' Surpasses 400% Cumulative Performance - Financial NewsTimefolio Asset Management, a leading active management house in Korea, has seen its Global AI Active ETF achieve the highest active net assets in Korea within two years of being listed. On the 22nd, Timefolio Asset Management announced that their flagship ETF, 'TIME Global AI Active ETF,' surpassed a cumulative return of 400% since its listing...
"Those who use AI well are winners"... NH-Amundi Incorporates Physical AI ETF with Industrial Companies (Comprehensive) - Yonhap InfomaxNH-Amundi Asset Management emphasized the need to selectively invest in physical AI companies in an era where artificial intelligence (AI) goes beyond development to practical commercialization in the real world. It particularly highlighted the potential for traditional 'smokestack industries' to reinvent themselves as component suppliers in the AI supply chain. On the 22nd, NH-Amundi held a 'Physical AI Investment Strategy Meeting' at FKI Tower in Yeouido, Seoul, to assess the current state of the industry and announced five promising themes. The seminar noted that although AI has emerged as a megatrend, the criteria for investors to select tangible growth sectors remain unclear. As an alternative, it proposed implementing and growing AI in the real world.
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