Hyundai Small Giants
Equity Trust #1
We invest on hidden champions - the little giants leading a global market based on remarkable competitiveness.
-
NAV
(billion)
19.0
-
Rate of return
Since inception
237.3%
-
Inception Date
2011.5.20
- BM
- [{([KOSPI Mid-cap stock]x60%) + ([KOSPI Small-cap stock]x40%)}
x90%] + ([CD Interest rate]x10%)
Hyundai New Hyundai Value Plus
Equity Trust #1
We endeavor outperformed returns versus KOSPI with the investments on related companies of New Hyundai Plus or structural Growth Fund for extra profit.
-
NAV
(billion)
21.1
-
Rate of return
Since inception
157.5%
-
Inception Date
2009.9.14
- BM
- {([KOSPI] × 90%) + ([CD Interest rate] × 10%)}
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)
4.6
-
Rate of return
Since inception
57.9%
-
Inception Date
2020.9.7
- BM
- Not Applicable
Hyundai The Best Short-term
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.
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NAV
(billion)
10.1
-
Rate of return
Since inception
2.2%
-
Inception Date
2019.4.19
- BM
- MK Money Market Index (100%)
*As of 2025.1.31