As the artificial intelligence (AI) industry expands, the investment landscape for semiconductors is rapidly diversifying. Korean Investment Trust is reporting high returns through its lineup of exchange-traded funds (ETFs) that cater to both long-term and mid-term investment strategies.
According to the Korea Exchange on June 11, the "ACE Global Semiconductor TOP4 Plus ETF" recorded a return of 831.55% since its listing in November 2022, based on the closing price from June 9. The ETF has achieved a one-year return of 244.09% and a three-year return of 547.15%. This fund invests approximately 80% in leading companies across memory, non-memory, foundry, and equipment sectors, including SK Hynix, NVIDIA, TSMC, and ASML, targeting long-term investment needs such as pensions.
The "ACE AI Semiconductor TOP3+ ETF," which focuses on the growth of the domestic AI semiconductor market, allocates about 75% of its investments to three companies: Samsung Electronics, SK Hynix, and Hanmi Semiconductor, while also including materials, components, and equipment firms. It has recorded a six-month return of 204.64% and a one-year return of 449.75%, placing it among the top-performing domestic semiconductor ETFs.
As the AI industry shifts from a focus on learning to inference, companies related to application-specific integrated circuits (ASICs) are emerging as new investment opportunities. The "ACE Global AI Customized Semiconductor ETF" concentrates its investments on the top 10 AI customized semiconductor design and development companies in the U.S. and Taiwan. This fund has achieved the highest one-month return of 28.82% among the 32 globally listed semiconductor ETFs in Korea (excluding leverage), with six-month and one-year returns of 92.81% and 160.80%, respectively.
Nam Yong-soo, head of the ETF division at Korean Investment Trust, stated, "The ACE ETF lineup encompasses global leading companies, key domestic firms, and next-generation technologies, allowing us to respond to the growth of the semiconductor industry while reducing risks compared to single-theme investments."
* This article has been translated by AI.
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