Korea Investment Management's ACE Semiconductor Plus Strategic Industries ETF Surpasses 300 Billion Won in Net Assets
A newly launched exchange-traded fund (ETF) focusing on concentrated investments in South Korea’s five key national strategic industries, with semiconductors at its center, has surpassed 300 billion won in net assets within just over two weeks of listing, drawing significant attention.
On August 27, Korea Investment Management announced that the net asset value of the "ACE Semiconductor Plus Strategic Industries" ETF reached 333 billion won as of the closing price on August 26. This milestone was achieved in about two weeks since its listing on August 11.
The ACE Semiconductor Plus Strategic Industries ETF diversifies investments across five domestic strategic industries with proven global competitiveness. The targeted sectors are: ▲ semiconductors, ▲ shipbuilding, ▲ defense, and ▲ nuclear power, with the fifth sector selected based on factors such as industry scale and government policy. Currently, the fifth industry is humanoid (automotive), which was added as a strategic industry reflecting large-scale policy support and market growth potential.
The ACE Semiconductor Plus Strategic Industries ETF includes a total of 10 stocks, consisting of two key representatives from each sector. The current portfolio is made up of Samsung Electronics and SK hynix (semiconductors), HD Korea Shipbuilding & Offshore Engineering and Hanwha Ocean (shipbuilding), Hanwha Aerospace and Korea Aerospace Industries (defense), Doosan Enerbility and Hyundai Engineering & Construction (nuclear power), and Hyundai Motor and Hyundai Mobis (humanoid/automotive).
One notable feature of the fund is its flexible management strategy, which enables timely adjustments to the portfolio composition if a new national strategic industry emerges. For investors, this means they can achieve proactive and diversified exposure to South Korea’s core growth industries with a single ETF, without the need to individually analyze each industry.
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Nam Yongsoo, Head of the ETF Division at Korea Investment Management, stated, “Since our strategy is to add one more strategic industry to the core pillars of semiconductors, shipbuilding, defense, and nuclear power, it will be possible to adjust the portfolio if a new leading industry emerges in the future. For investors, this means they can consistently invest in the key companies of South Korea’s strategic industries without needing to directly analyze the various sectors and stocks,” he said.
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