KODEX Korean Real Estate REITs Infra ETF's Rising Popularity
Samsung Asset Management's KODEX Korean Real Estate REITs Infra ETF has marked a significant milestone, surpassing KRW 2 trillion in net assets just one year after its listing. This ETF extensively invests in domestic infrastructure and REIT products, boasting an average annual return of approximately 7.38% and offering a stable monthly distribution rate around 9%. Additionally, it provides a separate tax benefit, making it an attractive option for individual investors. The overall expectation of interest rate cuts has fueled consistent net buying from individual investors, drawing substantial attention in the market.
What sets this ETF apart among REIT ETFs is its strategy of tracking the KRX Real Estate REITs Infrastructure Index and diversifying across 17 domestic infrastructure and REIT products. This strategy combines stability and growth potential into one portfolio. Particularly noteworthy is the separate 9.9% tax benefit applicable up to KRW 50 million in dividend income, which significantly reduces tax burdens and strengthens the product's competitiveness. The payment of 39 KRW per share as dividends also works as a key factor in enticing individual investors.
By collaborating with promising investment targets like Macquarie Infrastructure, the ETF has built a portfolio that favors risk distribution, and during interest rate reduction periods, it can benefit from the appreciation of asset values, offering potential for capital gains. Consequently, the ETF has increased its reputation among individual investors who are sensitive to interest rate fluctuations and aligns well with long-term investment strategies.
Related ETF
Related News
KODEX Real Estate REITs ETF surpasses 200 billion in net assets - Financial NewsIndividual investors have been net buying REITs ETFs, known as prime beneficiaries of interest rate cuts, every day this year. With benefits like stable high-yield monthly distributions and tax separation, interest from real estate-preferred investors continues steadily. Samsung Asset Management manages KODEX Korea Real Estate REITs Infrastructure ETF..
Related ETF
Samsung Asset Management's KODEX Korea Real Estate REITs Infrastructure Surpasses Net Assets of 200 Billion KRW - Market EconomySamsung Asset Management announced on the 30th that its KODEX Korea Real Estate REITs Infrastructure Exchange-Traded Fund (ETF) has surpassed 200 billion KRW in net assets. This achievement comes nearly a year after its listing in March last year. This ETF is a monthly distribution product that diversifies investments in domestic infrastructure assets and listed REITs. It tracks the KRX Real Estate REITs Infrastructure Index while incorporating 17 domestic listed infrastructure and REIT products, including ▲Macquarie Infrastructure (24.9%) ▲SK REITs (12.4%) ▲ESR Kendall Square REITs (11.2%). This year, individual investors have net purchased 55.2 billion KRW worth of KODEX Korea Real Estate REITs Infrastructure. Samsung Asset Management is ...
Related ETF
REITs ETF, 'Strengths' of Rate Cuts, Monthly Distribution, Separate Taxation... Individual Funds Are Flocking - Smart TodaySmart Today = Reporter Kim Yoon-jin | Individual investors' funds are flocking to REITs ETFs, known as the main beneficiaries of interest rate cuts. This is due to the well-known benefits of stable high-rate monthly distribution with low volatility and separate taxation. Samsung Asset Management announced on the 20th that the net assets of the KODEX Korea Real Estate REITs Infrastructure ETF have surpassed 200 billion KRW.
Related ETF
Samsung Asset Management's KODEX Real Estate REITs Infra Surpasses 200 Billion Won in Net Assets - Yonhap InfomaxSamsung Asset Management announced on the 20th that the net assets of the KODEX Korea Real Estate REITs Infrastructure ETF have surpassed 200 billion won. This milestone comes a year after the product's listing in March of last year. This year, individual investors have persistently contributed to the fund, net purchasing 55.2 billion won. Indeed, REITs ETFs are considered beneficiaries of interest rate cuts and have gained popularity among individual investors. This year, individual investors have consistently net purchased REITs ETFs on every trading day. Although six domestic REITs ETFs fell from their peak last August through to the end of the year, they have seen three consecutive months of growth this year while consolidating at a low point.
Related ETF
Samsung Asset Management's 'KODEX Korean Real Estate REITs Infrastructure' Surpasses 200 Billion KRW in Net Assets - EdailySamsung Asset Management announced on the 20th that the net assets of the 'KODEX Korean Real Estate REITs Infrastructure' ETF have surpassed 200 billion KRW. This product is a monthly distribution type that invests in domestic infrastructure assets and listed REITs, tracking the KRX Real Estate REITs Infrastructure Index, while Macquarie...
Related ETF