KoAct Global AI & Robotics, increased proportion of AI software, high profitability

Samsung Active Asset Management announced on the 28th that the return on the ‘KoAct Global AI & Robot Active’ ETF recorded a return of 51.9% just one year after listing. This performance exceeds the 33.4% return on the U.S. S&P 500 during the same period. This is a rate of return that exceeds the tracking index of 32.4% by 19.5 percentage points (P). The rate of return for the past month is 8.6%.

KoAct Global AI & Robot Active was listed for the first time in Korea in November last year as an active ETF that invests in the global artificial intelligence (AI) industry as well as the robotics field. Anticipating the long-term growth of the AI ​​industry, which began in earnest with the advent of generative AI, we applied an operating strategy that focused investment in AI infrastructure in the early stages of the industry, AI services and software in the subsequent growth stage, and AI robots in the mature stage.

It is a product that allows for long-term investment as it can break away from a simple thematic structure and actively change the portfolio at each stage of growth targeting the entire global AI industry. The portfolio is constructed by additionally reflecting stocks carefully selected by Samsung Active Asset Management’s research using the ‘iSelect Global AI & Robot PR Index’ as a tracking index.

The reason it has consistently recorded high performance is because it has increased the proportion of AI software since the second half of this year in accordance with a unique management strategy of adjusting the proportion by growth stage.

Yang Hee-chang, manager of Samsung Active Asset Management, said, “At the time of listing last year, we explained that step-by-step development is expected from the AI ​​infrastructure construction stage to the AI ​​service and software sector in 2025 and the AI ​​robot market in 2027.” He added, “We will list the proportion of AI software in line with the outlook. “From the initial level of 40%, we increased it to 58% from the second half of this year,” he said.

Representative companies that increased their proportion in the second half of the year include Tesla (autonomous driving), Palantir (AI information analysis), Applovin (AI advertising), and Zillow (AI real estate), whose stock prices have recently risen and the one-month return rate was 8.6%. did it

An increasing number of investors predict that AI software and service companies will perform relatively better than hardware companies such as AI semiconductors. Interest in the AI ​​software industry is also expected to grow further. According to market research firm IDC, the overall size of the global AI market is expected to reach $632 billion (approximately KRW 900 trillion) in 2028, recording an average annual growth rate of 29% between 2024 and 2028. The average annual growth rate of the AI ​​software market over the same period is expected to be 50.9%, and it is expected to drive the growth of the AI ​​market.

Samsung Active Asset Management is also paying attention to robots as a representative field that is expected to see rapid growth due to the combination of AI technology. As humanoid robots are rapidly evolving due to developments in the AI ​​field, we are closely watching the movements of related companies as the robot field could grow into a major industry around 2027.

Yang Hee-chang, manager of Samsung Active Asset Management, said, “As demand for AI inference from companies and governments grows beyond the AI ​​learning stage, the growth of AI software companies’ sales and order backlogs this quarter is accelerating. Starting next year, among AI software companies, “I expect that the next NVIDIA will come out,” he said. He added, “We expect the AI ​​robot field to show full-scale growth around 2027,” and added, “We plan to continue to increase the proportion of robot-related investments in the long term.”

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Reporter Park Hyeong-su [email protected]

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