< Back to situations

Monitor this situation.

[SITUATION] · [ACTIVE] · [BUSINESS]

2 clusters · 2 sources · 20 days · First seen · Last updated

South Korean bond-mixed ETF market activity

Overview

South Korean asset management firms are introducing and reporting performance for bond-mixed ETFs designed to balance equity growth with bond stability.

In August, Timefolio Asset Management reported that its ‘TIME US Nasdaq 100 Bond-Mixed 50 Active ETF’ achieved leading returns among overseas investment bond-mixed ETFs in South Korea. The fund maintained a stock weight of less than 50% while outperforming the KRW-converted Nasdaq 100 index, a success attributed to active portfolio adjustments regarding AI-related sectors.

Following this, Mirae Asset Global Investments announced the launch of the ‘TIGER US S&P 500 US Treasury Bond Mixed 50 ETF’. This product utilizes a 50:50 ratio between S&P 500 stocks and US short-term treasury bonds through daily rebalancing. The fund is structured to allow pension holders to increase S&P 500 exposure within retirement account limits while providing monthly distributions from interest income.

Entities

Mirae Asset Global Investments · Korea Exchange · S&P 500 · TIGER ETF · Timefolio Asset Management

Timeline

  1. 5 days ago

    [BUSINESS] 2 sources
    Mirae Asset launches S&P 500 and US Treasury bond mixed ETF

    Mirae Asset Global Investments is launching the TIGER US S&P 500 US Treasury Bond Mixed 50 ETF, which splits investments equally between the S&P 500 and short-term US treasury bonds.

  2. 24 days ago

    [BUSINESS] 2 sources
    Timefolio Asset Management ETF leads returns in bond-mixed category

    Timefolio Asset Management's US Nasdaq 100 Bond-Mixed 50 Active ETF has ranked first in returns among domestic overseas investment bond-mixed ETFs.

Sources

biz.heraldcorp.com · socialvalue.kr