Daishin Asset Management Launches 'Leading Companies and High Dividend Target Maturity No. 4'

Daishin Securities affiliate Daishin Asset Management has launched the 'Daishin Leading Companies and High Dividend Target Maturity Securities Investment Trust No. 4'.

According to Daishin Asset Management on August 12, this fund will be available for subscription until August 21. Its distinguishing feature is investing in promising second-half domestic stock market themes and trends of increased dividends and shareholder returns, while boosting stability by including government bonds in its portfolio.

For equities, the fund selects leading companies in sectors based on global megatrends and the domestic industrial environment. The investment focuses on companies with promising earnings forecasts and robust profit structures, additionally including those expected to deliver high dividend yields and expanded shareholder returns.

The allocation to equities and related assets is capped at 30%. The remaining assets, about 70%, are invested in 3-, 5-, and 10-year government bonds. The fund manages risk from bond price fluctuations by flexibly managing short- and long-term government bonds depending on market conditions and employing staggered trading.

The target base price is KRW 1,060 (after fees, pre-tax 6%). Once this target is reached, the management strategy shifts, after five business days, to focus on domestic short-term bonds and liquid assets in order to secure returns.

Jaewoo Lee, Executive Director at Daishin Asset Management, said, “Based on our accumulated experience in managing target maturity funds, we have built a portfolio tailored to current market conditions. As the investment appeal of major companies has increased amid recent corrections in the domestic stock market, we anticipate even better performance.”

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