'TIME US Nasdaq 100 Bond Mixed 50 Active' ETF Surpasses 500 Billion Won in Net Assets

Outperforming the Nasdaq 100 Index Year-to-Date
Rising Demand for Safe Asset Investments in Retirement Pensions

Timefolio Asset Management announced on July 1 that the net asset value (NAV) of the 'TIME US Nasdaq 100 Bond Mixed 50 Active' exchange-traded fund (ETF) has surpassed 500 billion won.

According to the Korea Exchange, the NAV of the TIME US Nasdaq 100 Bond Mixed 50 Active ETF stood at 534.8 billion won as of the previous day.

The ETF has also demonstrated differentiated performance. Its year-to-date return is 29.76%, outpacing the Nasdaq 100 Index, which rose 19.91% over the same period. Despite being a bond-mixed ETF with only about 50% equity allocation, it achieved excess returns above the Nasdaq 100 Index. Among domestic bond-mixed ETFs tracking overseas indices, it has recorded the best year-to-date performance.

This ETF is an actively managed bond-mixed ETF that combines leading global tech stocks with domestic monetary stabilization bonds. It is eligible for 100% investment within DC and IRP retirement pension accounts, as well as personal pension accounts. By combining growth assets centered on the Nasdaq 100 and safe assets based on domestic monetary stabilization bonds, the strategy reflects the performance of key growth stocks during up markets and mitigates portfolio volatility through its bond-mixed structure during volatile periods.

Its usability within retirement pension accounts is also high. Typically, the investment limit for risk assets in DC and IRP retirement pension accounts is capped at 70%, but this ETF can be utilized within the safe asset allocation due to its bond-mixed structure. Retirement pension investors can allocate 30% to safe assets, and also make a 100% allocation within DC and IRP accounts.

A representative from Timefolio Asset Management stated, "The TIME US Nasdaq 100 Bond Mixed 50 Active ETF is not simply a product that invests half in Nasdaq 100 stocks, but an active bond-mixed strategy that selectively invests in core companies driving structural growth in the global equity market." The representative added, "Despite the equity allocation being around 50%, the fact that it has outperformed the Nasdaq 100 Index year-to-date demonstrates our management capabilities in selecting leading companies, which is reflected in the performance."

They further commented, "For retirement pension investors, this ETF offers significant value because it allows them to pursue both growth and stability, rather than filling the 30% safe asset portion with simple deposits or low-yield assets." They added, "It can serve as a suitable alternative for pension investors who want to participate in the growth of innovative US companies over the long term, while also reducing volatility risk."

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