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AlphaRobo Summary

ASSETPLUS invests with the dream of a 100-year fund that can be passed on to our grandchildren.

The Alpha RoboFund Series leads the change
in the investment world by pursuing a philosophy of value
investment "Buying good companies cheap"
through vast big data and artificial intelligence algorithms.

Advanced information and communication technologies, such as artificial intelligence, big data, IoT, mobile, and robots are spreading
to various industries, creating new values of connection and convergence.
This fund offers the opportunity to accompany companies that pursue objective and quantitative
value provided by big data and algorithms.

Investment
Strategy

Equity Investment:
Investment based on ASSETPLUS philosophy while focusing on objective and quantification value

The Alpha Robo Fund series is managed through a five-step systematic process.

  • 1) Establish a portfolio's direction and target investment strategy
  • 2) Search and determine the trigger factors causing the difference in the target factor
  • 3) Construct an actual portfolio based on the selected trigger factors
  • 4) Analyze the objective investment strategy based on objective indicators
  • 5) Analyze returns and risk-based performance as a result of achieving the desired
AlphRobo Investment System

Investment
Candidates

Global Fund Series : Global 3000 companies (Components of MSCI ACWI Index)
Korea Fund Series : Korea 2000 companies (Listed on the Korea Exchange)

Disclaimer of Warranties

  • Investing in a collective investment scheme may result in principle loss for the investor.
  • Please read the fund prospectus for the type of investments, fee structures, and redemption schedules before investing.
  • This financial security is not protected by Korea Deposit Insurance Corp. under the Depositor Protection Act.
  • Past performance does not guarantee that the future performance will continue.
  • Multi-class fund under the same master fund can vary in performances according to the fee structure.
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