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Article 2-1
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The beneficial certificates listed in Items 2 and 3 of the preceding article are as follows:
- P1: Beneficial certificates issued by a SITE for an securities investment trust ETF are classified according to the component securities of the underlying index as follows:
- Domestic component securities investment trust ETF:
- Domestic component securities stock securities investment trust ETF: Refers to a fund where all the component securities of the underlying index are domestic stocks.
- Domestic component securities bond securities investment trust ETF: Refers to a fund where all the component securities of the underlying index are domestic bonds.
- Domestic component securities balanced securities investment trust ETF: Refers to a fund where the component securities of the underlying index include both domestic stocks and domestic bonds.
- Foreign component securities investment trust fund:
- Foreign component securities stock investment trust ETF: Refers to a fund where all the component securities of the underlying index are stocks, and the component securities include at least one foreign stock.
- Domestic component securities bond securities investment trust ETF: Refers to a fund where all the component securities of the underlying index are bonds, and the component securities include at least one foreign bond.
- Domestic component securities balanced securities investment trust ETF: Refers to a fund where the component securities of the underlying index include both stocks and bonds, and the component securities include at least one foreign stock or bond.
- As specified in Paragraph 4, Article 37 of the Regulations Governing Securities Investment Trust Funds ("linked securities investment trust ETF").
- Leveraged and Inverse securities investment trust ETF: Refers to a fund that tracks, simulates, or replicates the positive multiple ("leveraged securities investment trust ETF") or the inverse multiple ("inverse securities investment trust ETF") performance of the underlying index.
- P2: Beneficial certificates issued by a FTE for an futures trust ETF. A fund that tracks, simulates, or replicates the positive multiple ("leveraged futures ETF") or the inverse multiple ("inverse futures ETF") performance of the underlying index is called a leveraged and inverse futures ETF.
- P3: Beneficial certificates, fund shares, or investment units ("offshore ETF beneficial certificates") issued by an offshore fund institution for an offshore ETF ("offshore index ETF").
- P4: Beneficial certificates issued by a SITE for an active securities investment trust ETF are classified according to the investment scope as follows:
- Domestic component securities active ETF: Refers to a fund where the investment scope specified in the trust contract consists entirely of domestic securities. Based on the investment targets, it is classified into domestic component securities active ETFs and domestic component securities bond active ETFs.
- Foreign component securities active ETF: Refers to a fund where the investment scope specified in the trust contract includes one or more foreign securities. Based on the investment targets, it is classified into foreign component securities active ETFs and foreign component securities bond active ETFs.
- P5: For the fund raised by the SITE according to item 1, apart from balanced securities investment trust ETF with domestic and foreign component securities, it may additionally list beneficiary certificates in other currencies ("additionally listed ETF beneficiary certificates).
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