An Analysis of KoAct Korea Value-Up Active ETF's Performance and Strategy
An Analysis of KoAct Korea Value-Up Active ETF's Performance and Strategy
The KoAct Korea Value-Up Active ETF has recorded a notable 5.39% return since its listing, outperforming both the KOSPI 200 and the S&P 500 indices. This ETF's success is attributed to proactive investments in companies with high potential for shareholder value enhancement, effectively capitalizing on the inclusion of financial holdings as forecasted by the Korea Exchange. The portfolio comprises 36 companies based on the Korea Value-Up Index, along with additional non-index companies like Naver and HD Korea Shipbuilding & Offshore Engineering, forming a total of 43 enterprises. This composition is designed to enhance the portfolio's efficiency and contribute positively to the activation of domestic investment. Looking ahead, future strategies include plans to distribute profits with investors through share buybacks and dividends, alongside proactive investments in promising firms not yet included in the index. By doing so, the ETF aims for long-term profitability while enhancing investor value.
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파이낸셜뉴스1월 20
'KoAct Value-Up Active ETF' Return Surpasses S&P - Financial NewsThe Value-Up ETF finally lived up to its name. An ETF that tracks the Korea Value-Up Index, aimed at leading the charge to eliminate the Korea discount as a representative index of the Korean stock market, is achieving remarkable performance surpassing not only the KOSPI 200 Index but also the US S&P 500 Index. Samsung Active Asset Management is KoAc..
뉴스핌1월 20
Samsung Active Management: "KoAct Korea Value-Up Active surpasses S&P500 since listing" - NewsPim[Seoul=NewsPim] Reporter Lee Seok-hoon = Samsung Asset Management announced on the 20th that the KoAct Korea Value-Up Active ETF recorded a return of 5.39% since its listing. This is 0.72 percentage points higher than the 4.68% return recorded by the S&P500 index during the same period.
파이낸셜뉴스1월 20
'Value-up ETF Lives up to Its Name' KoAct Korea Value-up Active Outperforms S&P 500 After Listing - Financial NewsThe value-up ETF has finally lived up to its name. As a representative index of the Korean stock market aimed at addressing the Korea Discount, the ETF tracking the Korea Value-up Index is recording performance that far exceeds that of the KOSPI 200 index as well as the US S&P 500 index. Samsung Active Asset Management is ...