Shinhan Asset Management, 'SOL US S&P500 US Treasury Mixed 50 ETF' New Listing

[Financial News] Shinhan Asset Management announced on the 14th that it will newly list the 'SOL US S&P500 US Treasury Mixed 50' Exchange Traded Fund (ETF) on the 15th. Along with the existing 'SOL US Dividend US Treasury Mixed 50' ETF, it is a monthly dividend product that pays distribution in mid-month and allows 100% of contributions to be invested in retirement pension (DC/IRP) accounts.
SOL US S&P500 US Treasury Mixed 50 ETF is designed to invest 50% each in the US representative index S&P500 and the US 10-year Treasury bond.
By diversifying investment in the S&P500's long-term growth and the US long-term Treasury bond, classified as a relatively safe asset, it is designed to lower portfolio volatility and expect a yield defense effect in a declining market.
In addition, in the current US interest rate cut cycle entry phase, it is evaluated as a favorable product for long-term investors such as pension accounts, as it seeks capital gains due to rising bond prices along with dividend income.
Kim Jeong-hyeon, head of the ETF business at Shinhan Asset Management, said, "Long-term bonds react more sensitively to interest rate changes than short-term bonds, so they can be an effective defensive asset during economic slowdowns or the Federal Reserve's interest rate cut cycle," and emphasized, "The SOL US S&P500 US Treasury Mixed 50 ETF is optimized for pension investment as it can diversify investment in the US representative index, US long-term bonds, and dollar assets with a single investment."
He added, "If you operate the retirement pension portfolio with 70% of representative index ETFs like SOL US S&P500 ETF and 30% of SOL US S&P500 US Treasury Mixed 50 ETF, you can expand the US stock proportion in the retirement pension account up to 85%," and "It is necessary to actively utilize tax-saving accounts such as ISA, pension savings, and retirement pensions, as it is possible to construct a strategy that maximizes the stock proportion while receiving monthly dividends through various product combinations according to investment tendencies and purposes."


koreanbae@fnnews.com Bae Hangul Reporter