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KR Equity

Hyundai Small Giants
Equity Trust #1

We invest on hidden champions - the little giants leading a global market based on remarkable competitiveness.

  • Set amount (billion)

    6.0

  • Rate of return Since inception

    18.3%

  • Inception Date  

    2011.5.20

BM
[{([KOSPI Mid-cap stock]x60%) + ([KOSPI Small-cap stock]x40%)}
x90%] + ([CD Interest rate]x10%)
KR Equity

Hyundai New Hyundai Group Plus
Equity Trust #1

We endeavor outperformed returns versus KOSPI with the investments on related companies of Hyundai Group Plus or structural Growth Fund for extra profit.

  • NAV (billion)

    31.2

  • Rate of return Since inception

    18.8%

  • Inception Date  

    2009.9.14

BM
{([KOSPI] × 90%) + ([CD Interest rate] × 10%)}
KR Equity

Hyundai Global EMP
Equity Trust(UH)

Global EMP fund that seeks low volatility by incorporating various alternative assets (REITs, BDCs, MLPs, etc.) led by traditional asset ETF listed in the U.S. market.

  • NAV (billion)

    3.4

  • Rate of return Since inception

    27.9%

  • Inception Date  

    2020.9.7

BM
Not Applicable
KR Bond

Hyundai Trust Treasury
Equity Trust #1

It is suitable for short-term asset management by preferring higher returns than the open market interest and minimizing risk following by the increase of interest rate.

  • Set amount (billion)

    10.9

  • Rate of return Since inception

    12.6%

  • Inception Date  

    2019.4.19

BM
MK Money Market Index (100%)
KR Real Estate

Hyundai You First Real Estate
Equity Trust #30

We prefer capital gain by the lease or disposal after the purchase of offices in Edinburgh, a capital city of Scotland in the United Kingdom.

  • Set amount (billion)

    51.5

  • Rate of return Since inception

    -19.2

  • Inception Date  

    2020.7.9

BM
Not Applicable

*As of 2023.12.31