Daishin Asset Management Launches US Long-Term Treasury Balanced Fund
Daishin Asset Management has launched the 'Daishin US Long-Term Treasury Balanced Fund.' This fund strategically invests in U.S. long-term treasury ETFs and high-yield bond ETFs to hedge against interest rate volatility while aiming for capital gains and interest income. The initial allocation features a 60% investment in long-term treasury ETFs and a 35% stake in high-yield bond ETFs, with flexibility to adjust based on market conditions. The currency hedging strategy will be managed flexibly, and the annual fees range from 0.255% to 0.895%.
The fund is available through Daishin Securities and Korea Investment & Securities. It is designed to seek interest income from high-yield bonds during periods of rising interest rates, while pursuing capital gains through treasury ETFs during declining rate periods. This approach appears to be a strategic response to the current financial market environment characterized by significant rate fluctuations. Daishin Asset Management’s introduction of this product suggests an intent to help investors generate stable returns through diversified income sources.
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Daishin Asset Management Launches 'Daishin US Long-Term Treasury Balance' Fund - Market EconomyDaishin Asset Management announced on the 31st the launch of the 'Daishin US Long-Term Treasury Balance' fund. This fund aims for capital gains while responding to interest rate volatility and generating interest income through a flexible management strategy. In periods of falling interest rates, the fund increases the proportion of ETFs (Exchange-Traded Funds) holding US Treasuries with a remaining maturity of over 10 years to maximize capital gains. When interest rates are steady or rising, it increases the proportion of US high-yield bond ETFs to reduce capital losses and boost interest income. Initially, the fund invests approximately 60% in US long-term Treasury ETFs and 35% in US high-yield bond ETFs. Following this, the market
화이트페이퍼2025 3月 31
Daishin Asset Management Launches 'Daishin US Long-term Treasury Balance' Fund - Whitepaper[Whitepaper=Reporter Go Soo-ah] Daishin Asset Management is introducing a new fund investing in US treasuries and corporate bonds. Daishin Asset Management announced on the 31st that it is launching the 'Daishin US Long-term Treasury Balance Fund,' which invests in U.S. long-term treasury ETFs with a remaining maturity of more than 10 years and U.S. high-yield bond ETFs. This fund is a strategic product that aims to pursue both interest income and capital gains amid interest rate volatility. It seeks to increase capital gains by increasing the proportion of US long-term treasury ETFs during a period of declining interest rates, and aims to secure interest income and minimize capital losses by increasing the proportion of high-yield bond ETFs during periods of stable or rising interest rates.
Daishin Asset Management Launches 'Daishin US Long-Term Treasury Balance' Fund - DailianDaishin Asset Management announced on the 31st the launch of the 'Daishin US Long-Term Treasury Balance Fund,' which invests in US long-term treasury ETFs with maturities of over 10 years and US high-yield bond ETFs. This fund aims for both interest income and capital gains. During periods of falling interest rates, it maximizes capital gains by increasing the allocation to US long-term treasury ETFs, and adjusts the allocation to US high-yield bond ETFs during rate stability or increases.
Daishin Asset Management Launches Balance Fund Incorporating US Long-term Bonds and High-yield Bonds - E-TodayDaishin Asset Management introduces the 'Daishin US Long-term Treasury Balance Fund' that invests in US long-term government bond ETFs with maturities of 10 years or more and US high-yield bond ETFs.