Woori Asset Management’s 'Semiconductor BIG2 Plus Fund' Ranks First With 74% One-Year Return

Highest Return Among Hybrid Bond Funds Holding Samsung Electronics and SK hynix

Woori Asset Management announced on June 11 that its 'Semiconductor BIG2 Plus Fund' achieved an annual return of approximately 74%, ranking first among hybrid bond funds in the same category.

According to KG Zeroin, as of the closing price on June 9, the one-year return of the Semiconductor BIG2 Plus Fund was 74.4%, the highest among six hybrid bond funds that hold both Samsung Electronics and SK hynix.

This fund has shown strong performance across all periods, from short to long term. Its three-year return stood at 98.8%, demonstrating excellent long-term results. The one-month return was 7.9%, the three-month return was 25.5%, and the six-month return was 41.5%, all ranking highest among the six funds.

The Semiconductor BIG2 Plus Fund invests 15% to 30% in Samsung Electronics and SK hynix, and selectively invests in small and mid-cap growth stocks to pursue alpha returns. At the same time, it allocates around 70% to domestic bonds to mitigate market volatility.

A Woori Asset Management official explained, "The secret behind achieving high returns was diversifying the portfolio based on our equity research capabilities." The company actively adjusted the proportion of Samsung Electronics and SK hynix according to market conditions, and appropriately included AI beneficiaries such as Samsung Electro-Mechanics, Gigavis, Hyundai Motor, HD Hyundai Heavy Industries, Mirae Asset Securities, and stocks likely to benefit from government market-boosting policies, thereby maximizing excess returns.

The net asset value (AUM) of the Semiconductor BIG2 Plus Fund stands at 744.2 billion won, having increased by 629 billion won just this year. Notably, pension assets accounted for 27% (171.6 billion won) of total inflows.

Seo Bomin, Head of Bond Management Division 1 at Woori Asset Management, stated, "The Semiconductor BIG2 Plus Fund mainly holds short-maturity bonds, focusing on stable management and interest income. Going forward, we will continue to prioritize stable management to ensure investors can fully benefit from the rising stock market."

Lee Hoseok, Team Leader of Equity Management Team 2 at Woori Asset Management, said, "The semiconductor boom is lasting longer than expected, so we are closely monitoring market conditions. If we identify opportunities in areas such as substrates beyond memory semiconductors, we plan to seek excess return opportunities outside the BIG2 stocks as well."

This content was produced with the assistance of AI translation services.