KIM Vietnam

• An investment fund where investors pool their money, and the Fund Management Company invests it into a diversified portfolio that may include stocks, bonds, and other financial instruments.

• An investment fund that tracks a specific index (such as VN30, VNFINSELECT, or VNDIAMOND) and is traded on the stock exchange just like a regular stock.
• ETFs allow investors to access a diversified portfolio with low cost, high liquidity, and are an ideal option for long-term, market-based investing.

• This is a form of investment in which investors entrust capital directly to the fund management company to build a separate portfolio, according to the profit target and risk appetite of each customer.
• Managed Account is suitable for investors with large capital, wishing to receive personalized strategic advice, taking advantage of the knowledge and experience of a team of investment experts.

• Determine your investment goals: long-term accumulation, growth, safety and choose the investment value according to your needs and financial capacity.

• Open a payment account at Woori Bank to deposit/withdraw investment money.
• In case of foreign investors:
  –  Open an additional indirect investment account (IICA) at the nearest branch of the transaction office – Applicable to customers not residing in Vietnam.
  –  Open a Securities Transaction Code issued by the Vietnam Securities Depository and Clearing Center – Customers please contact the Securities Services Department via email for support: wbcustody@woori.com.vn

• Open-end fund: Open directly at KIM Vietnam via the KIM Impact application.
• Managed Account: Sign an investment trust contract with KIM Vietnam.

• Open-end Fund: Place purchase orders on the KIM Impact platform and pay via the Customer’s account at Woori Bank Vietnam.
• Managed Account: Transfer money to the investment supervision account at Woori Bank Vietnam according to KIM Vietnam’s instructions.

– KIM Vietnam’s Managed Account is bespoke design according to the risk appetite and financial needs of each client, from institutional clients to individual clients. After a thorough assessment and discussion, KIM Vietnam proceed to build a separate investment strategy and portfolio structure, suitable for each client’s needs and goals.

– The portfolio is deposited at Woori Bank Vietnam, ensuring the exact safety of the Client’s assets and portfolio.

• Portfolio Type: Stock, Bond
• Term: 12 months
•  Investment value: Institutional clients or Individual clients – from only 5 billion VND

Contact: wbcustody@woori.com.vn – Hotline: (024) 7300 6215 or (024) 7300 6319

–  Fund Type: Open-ended Fund – Equity

–  Overview: The KIM Dividend Growth Equity Fund (KDEF) is managed by KIM Vietnam with the goal of increasing net asset value (NAV) in the medium and long term through both capital growth and dividend income. The Fund focuses on listed stocks on Vietnam’s stock exchanges, selecting companies with strong growth potential, solid financials, and stable cash flow.

–  Minimum Investment: From VND 100,000

Notes:

• The KDEF is managed and distributed through the KIM Impact platform of KIM Vietnam. The above information is general and for reference only and may be updated or adjusted by KIM Vietnam from time to time.
• This product is not a product or service of Woori Bank Vietnam. Woori Bank Vietnam does not distribute or offer investment products and does not provide open-end fund trading account management services. Open-end fund buying and selling transactions are managed by KIM Vietnam. Therefore, this product is not an obligation or a guarantee of Woori Bank Vietnam.