Samsung Management lists U.S. short-term government bonds and Nasdaq 100 50:50 investment ETF on the 10th

Samsung Asset Management announced on the 9th that it will list 'KODEX U.S. Nasdaq 100 U.S. Bond Mix 50', a monthly dividend exchange-traded fund (ETF) that invests 50% each in U.S. short-term government bonds and the Nasdaq 100 index, on the 10th.

This ETF invests half of its assets in short-term U.S. government bonds with a remaining maturity of 1 to 3 months, and the other half in the NASDAQ 100 index, which consists of Nvidia, Apple, and Microsoft.

The management company explained that it was designed to reduce the price burden due to interest rate fluctuations by containing short-term government bonds with short bond duration (maturity).

The proportion of the two assets is maintained through ‘daily rebalancing’ (asset proportion readjustment), which adjusts the ratio to 50:50 every day. The target proportion is managed within ±1%.

Distributions are paid on the 15th of each month as the base date. Financial resources include stock dividends and short-term U.S. Treasury bond interest income.

Bond-mixed ETFs with less than 50% of stocks are not subject to the risky asset investment limit (70%) in retirement pension (DC type/IRP) accounts, so up to 100% of the investment can be put into this ETF.

Samsung Asset Management will hold a webinar introducing new product strategies on the KODEX official YouTube channel at 6 p.m. on this day.