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Samsung Active says its Nasdaq-tracking ETF led peers over one month
En breve
Samsung Active Asset Management said its KoAct US Nasdaq Growth Company Active ETF returned 10.96% over the past month, the highest among ETFs tracking the Nasdaq index. Year-to-date and one-year returns were 40.39% and 48.11%, against 7.44% and 13.92% for the Nasdaq index, and individual investors bought a net 325.1 billion won of the fund this year, the company said.
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Samsung Active Asset Management said on Oct. 6 that its KoAct US Nasdaq Growth Company Active ETF recorded the highest returns among exchange-traded funds tracking the Nasdaq index over one-month, year-to-date and one-year periods. The company said the fund returned 10.96% over the past month, 40.39% this year and 48.11% over one year, against Nasdaq index returns of 1.60%, 7.44% and 13.92% over the same periods. [ 1 , 2 , 3 ]
The company said individual investors bought a net 325.1 billion won of the fund this year. It listed Palantir at 7.99%, SanDisk at 5.85% and Snowflake at 4.94% as major holdings, alongside Intel at 4.03%, AMD at 3.66% and ARM at 2.18%. [ 1 , 2 , 3 ]
Samsung Active attributed the outperformance to adjusting the portfolio quickly to global macroeconomic conditions and changes in the AI industry. It said the fund holds software companies needed for corporate AI adoption alongside chipmakers that supply CPUs, a strategy it described as benefiting from rising CPU demand as AI agents require more processors per GPU. [ 1 , 2 ]
Manager Yang Hee-chang said that market gains may be limited by high macroeconomic uncertainty, but that some beneficiary stocks tied to AI agent inference demand could rise more steeply. He said the AI agent market is expanding quickly after Meta's launch of Muse, and that demand for AI infrastructure and AI software could exceed market expectations by a wide margin. [ 1 , 2 , 3 ]
The figures and the ranking were announced by the asset manager and reported by the outlets; none of the documents cite an independent data provider for the comparison. [ 1 , 2 , 3 ]
Por qué importa
The results underline how Korean retail money has moved toward active, AI-themed equity funds rather than plain index tracking, with individual investors adding a net 325.1 billion won this year. All the figures come from the issuer's own announcement, so the ranking is a company claim rather than an independent calculation.
Datos clave
- Samsung Active Asset Management said the KoAct US Nasdaq Growth Company Active ETF ranked first among Nasdaq-index-tracking ETFs on one-month, year-to-date and one-year returns. [ 1 , 2 , 3 ]
- The fund's returns were 10.96% over one month, 40.39% year-to-date and 48.11% over one year. [ 1 , 2 , 3 ]
- The Nasdaq index returned 1.60% over one month, 7.44% year-to-date and 13.92% over one year in the same periods. [ 1 , 2 , 3 ]
- Individual investors' cumulative net purchases of the ETF this year totalled 325.1 billion won. [ 1 , 2 , 3 ]
- Top holdings listed were Palantir at 7.99%, SanDisk at 5.85% and Snowflake at 4.94%. [ 1 , 2 , 3 ]
- The fund also held Intel at 4.03%, AMD at 3.66% and ARM at 2.18%. [ 1 , 2 , 3 ]
- Manager Yang Hee-chang said AI agent inference demand could lift some beneficiary stocks further, and cited Meta's Muse launch as expanding the AI agent market. [ 1 , 2 , 3 ]
Confirmado por varias fuentes
- The ETF's one-month return of 10.96%, year-to-date return of 40.39% and one-year return of 48.11%, against Nasdaq index returns of 1.60%, 7.44% and 13.92%. [ 1 , 2 , 3 ]
- Individual investors bought a net 325.1 billion won of the ETF this year. [ 1 , 2 , 3 ]
- Holdings included Palantir (7.99%), SanDisk (5.85%), Snowflake (4.94%), Intel (4.03%), AMD (3.66%) and ARM (2.18%). [ 1 , 2 , 3 ]
- Samsung Active Asset Management attributed the outperformance to adjusting the portfolio to global macroeconomic conditions and AI industry changes. [ 1 , 2 , 3 ]
Aún sin aclarar
- Whether the first-place ranking among Nasdaq-tracking ETFs is confirmed by an independent data provider. All three documents report the ranking as stated by Samsung Active Asset Management; no external calculation or ranking source is cited.
- The fund's total assets under management. None of the documents give the size of the fund.
- Details of Meta's Muse launch and its measured effect on AI agent demand. Mentioned only in the manager's outlook quote, with no further information in the documents.