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Global Alternatives
Under the portfolio diversification strategy, we have consistently expanded our investment in alternative assets in the global market, including SOC (landmark office buildings, airport, etc.) and PE.
Overview
(Unit: KRW in Trillion, as of the end of Q1 in 2020)
Asset Value Of the Overseas Alternatives 63.3, Weight in the Total Fund 9.1%, Real Estate Portion of the Overeas Alternatives 39.1%
| year | Real Estate | Total |
|---|---|---|
| 2015 | 15.5 | 32.3 |
| 2016 | 19.1 | 41.7 |
| 2017 | 18.3 | 44.6 |
| 2018 | 21.1 | 52.2 |
| 2019 | 23.7 | 59.5 |
| 2020. Q1 | 24.7 | 63.3 |
Note: The figures above might not add up due to rounding. Until the fund management result is determined, only provisional data are provided.
Breakdown
(As of the end of 2018)
Note
1. The data on the invested assets as of the end of the fiscal year is disclosed in the third quarter of the following year according to Article 25 of the Fund Management Guideline and Article 39 of the Fund Management Regulations.
2. The figures above might not add up due to rounding..
※ For private equity investments, the Asian region includes emerging countries.
※ For infrastructure investments, the Asian region includes Australia.
1. The data on the invested assets as of the end of the fiscal year is disclosed in the third quarter of the following year according to Article 25 of the Fund Management Guideline and Article 39 of the Fund Management Regulations.
2. The figures above might not add up due to rounding..
※ For private equity investments, the Asian region includes emerging countries.
※ For infrastructure investments, the Asian region includes Australia.
Top 10 Holdings
(Unit: KRW 1 billion, as of the end of 2018)| Item | Amount | Sector | Note | |
|---|---|---|---|---|
| 1 | Infrastructure (Project) 1 | 1,250 | Energy Infrastructure | |
| 2 | Real Estate (Fund) 1 | 1,005 | RE Securities | |
| 3 | Real Estate (Project) 1 | 758 | Commercial Real Estates | |
| 4 | Real Estate (Project) 2 | 603 | Commercial Real Estate | |
| 5 | Hedge-Fund (Fund of Funds) 1 | 569 | Hedge-Fund | |
| 6 | Private Equity (Fund) 1 | 564 | Commingled Fund | |
| 7 | Hedge-Fund (Fund of Funds) 2 | 561 | Hedge-Fund | |
| 8 | Real Estate (Fund) 2 | 533 | Commercial Real Estate | |
| 9 | Real Estate (Fund) 3 | 525 | Commercial Real Estate | |
| 10 | Infrastructure (Project) 2 | 488 | Transportation Infrastructure |
Note: The data on the owned assets by sector, industry, issuer or type as of the end of the fiscal year is disclosed in the third quarter of the following year according to
Article 25 of the Fund Management Guideline and Article 39 of the Fund Management Regulations.