Barings Korea
The fund aims to provide a total return including both capital growth and dividend income in excess of the Korea Composite Stock Price index over a rolling five-year period by
investing in equity and equity related securities in Korea.
Top 10 holdings:
- Samsung Electronics (9.3%)
- SK hynix (9.28%)
- Hyundai Motor (4.27%)
- KB Financial Group (3.96%)
- Samsung Biologics (3.63%)
- Naver (3.49%)
- Kia Corp (3.11%)
- Shinhan Financial Group (3.11%)
- LG Energy Solution (2.84%)
- LG Chem (2.66%)
JP Morgan Korea Equity
The fund uses a fundamental, bottom-up stock selection process combined with top-down views on countries. It also uses a high conviction approach to finding the best investment ideas.
Top 10 holdings:
- Samsung Electronics (9.8%)
- SK hynix (9.3%)
- LG Chem (4.6%)
- Samsung Biologics (4.1%)
- Samsung Electro-Mechanics (3.4%)
- Naver (3.3%)
- SK (2.8%)
- Samsung C&T (2.7%)
- Hyundai Mobis (2.6%)
- Hana Financial (2.6%)