KB Asset Management's 'RISE Network Infrastructure ETF' Surpasses 1 Trillion Won in Net Assets
1-Year Return of 560%
Top Among Domestic Equity ETFs
KB Asset Management announced on the 10th that the 'RISE Network Infrastructure' ETF has surpassed 1 trillion won in net assets.
According to fund evaluation firm FnGuide, as of the previous day, the RISE Network Infrastructure ETF recorded a 1-year return of 559.57%. This ranks first among 340 domestic equity ETFs, excluding leveraged products, during the same period.
This product was listed in 2020 with a theme centered on 5G mobile communication infrastructure. Since then, with the spread of generative artificial intelligence (AI), there has been a surge in investment demand for AI infrastructure, including data centers, high-performance computing, and network equipment. As a result, the characteristics and scale of the product are being reassessed.
Jensen Huang, CEO of NVIDIA, who recently visited Korea, explained through his 'AI Infrastructure 5-Layer Cake' theory that the real bottleneck in AI proliferation lies not in software but in the physical infrastructure domain—specifically, the chip·computing layer (layer 2) and cloud data center layer (layer 3). The RISE Network Infrastructure ETF concentrates its holdings on the key companies operating in these layers.
The main investment targets are Samsung Electro-Mechanics (33.77%), SK hynix (21.63%), Samsung Electronics (18.16%), LG Innotek (12.44%), and ISU Petasys (3.65%). The combined share of these top five stocks amounts to 89.65%.
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Yook Donghwi, Head of ETF Product Marketing at KB Asset Management, stated, "As the AI data center investment cycle gains momentum, the earnings visibility of companies supplying physical infrastructure such as semiconductors, substrates, and network equipment is increasing," adding, "The RISE Network Infrastructure ETF is an effective product for investing in domestic infrastructure companies expected to benefit from the AI revolution."
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