to create a portfolio. Samsung Investment Trust Management Co., Ltd. invests in said representative sample of securities and stock index futures (derivatives of KOSPI200), among others.
It is not guaranteed that this investment strategy entirely eliminates the tracking
3. Main Investment Risks:
The Fund may not achieve its investment objective due to the following market
risks, changes in the individual company and volume of trust assets, etc.
Fund is performance based and may be subject to loss of principal, market conditions: ¾ market risks such as sudden changes in the stock market; ¾ replacement of shares comprising the Index; ¾ acquisition, merger, bankruptcy and other factors pertaining
companies; ¾ change in trust volume;
The Fund is subject to the following Investment risks, which are more described in Part 2. Investment Risks, Chapter I. Investment Strategy and Risks, Section 2 Investment Risks:
¾ ¾ ¾ ¾ ¾ ¾ ¾
Risk of loss of principal; market risks and individual risks; investment risks of derivatives; risk of Tracking Error; risk of de-listing; risk of inability to recover investment; and other risks
Ú Unlike bank deposits, the shares of this Fund are not protected by Korea Deposit Insurance Corporation.
4. Suitable Investors:
This Fund invests most of its assets (at least 60%) in stocks comprising the
KOSPI200 Index, and therefore, has
highest level of risk and expected return Fund is suited for investors with positive
outlook on the stock market.
(Mixed type to
by not more
Expected Rate of Return
5. Past Performance:
1 – The highest (Stock type)
5 – The lowest 4--Low
(Bond type to
seek preservation of the principal of investments)
The following record only shows the past performance of the Fund and does not guarantee the performance in the future. For details, please refer to the balance sheet and the profit and loss statement of the Fund posted on the website of the