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국민의 생각과 행복이 최우선인 국가정책, 국민의힘이 만들겠습니다.

[ 최영희 의원실 국감보도자료 ] 국민연금_ 가습기 살균제 사건 기업에 여전히 735억원 투자
작성일 2023-10-23


국민연금, 가습기 살균제 사건 기업에 여전히 735억원 투자


- 가습기 살균제 사건 관련 옥시레킷벤키저 등 투자액을 대폭 축소


- 20232월 말 2800억원 수준에서, 7월 말 기준 현재 735억원 수준


- 술, 담배, 도박 업종 올해 2월 기준 국내 14078억원. 해외 336300만달러 투자


- 최영희 의원, “수익률도 중요하지만 국민의 눈높이에 맞는 투자 필요

 

국민연금이 가습기 살균제 사건과 관련된 기업에 여전히 735억원의 투자를 하고 있는 것으로 밝혀졌다.

 

20일 국회 보건복지위원회 최영희 의원(국민의힘, 비례대표)가 국민연금으로부터 제출받은 최근 5년간 연도별 가습기살균제 기업 투자 및 술, 담배, 도박 업종 투자자료에 따르면 올해 7월 말 기준, 레킷벤키저(RECKITT BENCKISER GROUP PLC)57,380,900달러, 원화 약 735억원을 투자한 것으로 밝혀졌다. (환율 1$=1280원 적용)

 

국민연금공단은 지난해 국정감사에서 옥시레킷벤키저 등 가습기 살균제 사건 관련 기업에 대해 기금투자를 배제하는 등 대책을 마련하라는 국회의 요구를 받아 왔다. 이에 따라 국민연금은 레킷벤키저 보유액을 올해 2월말 2800억원 수준에서, 7월말 기준 현재 735억원 수준으로 축소한 것이다.

 

실제로 국민연금공단은 시정·처리 결과와 향후 추진 계획을 국회에 보고하면서 올해 6월 가습기 살균제 관련 기업에 대한 투자 비중을 벤치마크(BM·기준수익률) 이하로 제한해 투자액을 대폭 축소했다고 답했으나 구체적으로 얼마만큼 금액을 줄였는지 공개된 것은 이번이 처음이다.

 

벤치마크는 펀드 시장에서 펀드의 수익률을 비교하는 기준수익률로 펀드매니저나 위탁운용사의 운용 능력을 평가하는 지표로 사용된다.

 

또한 국민연금은 죄악주라 불리는 술, 담배, 도박 업종에도 국내 14078억원, 해외 336381만달러 규모를 투자한 것으로 나타났다. 2018년보다 국내투자는 21803억원에서 54.8% 감소했지만, 해외투자는 2018212438만달러보다 58.3% 증가했다.

 

최영희 의원은 국민연금이 책임투자 정책이 미흡하다는 점을 알면서도 개선하지 않고 있다는 점이 가장 큰 문제라며, “국민연금의 수익률도 중요하지만 투자배제 리스트 작성과 운용을 통한 국민 눈높이에 맞는 투자가 필요하다고 강조했다.

 

한편, 국민연금이 가진 국내 죄악주 상위 5개 종목은 KT&G, 강원랜드, GKL, 하이트진로, 롯데관광개발 순이었고, 해외 죄악주 상위 5개 종목은 하이네켄, 필립모리스 인터내셔널, 디아지오, 앤하이저부시 인베브, 브리티시아메리칸토바코 순이었다.


[참고자료]

1. 옥시 레킷벤키저 투자 현황

(출처: 국민연금공단, 단위: 달러)

종목명

USD 투자잔액 평가액

비고

2019

2020

2021

2022

20232월 말

20237월 말

레킷벤키저

212,182,337

336,066,548

298,772,627

214,452,441

215,155,716.

57,380,900

 

 

2. , 담배, 도박 업종 국내주식 투자 현황

종목명

평가액(천원)

비고

2018

2019

2020

2021

2022

20232월 말

GKL

178,511,486

161,394,291

132,893,873

58,113,163

108,158,028

127,283,341

카지노

KT&G

1,391,971,406

1,449,103,724

1,309,653,423

912,337,978

893,913,916

795,175,986

담배

강원

랜드

471,030,272

356,786,589

342,951,832

336,645,382

325,188,808

269,661,576

카지노

롯데관광개발

21,419,142

65,351,300

108,618,840

113,278,861

51,223,198

61,598,826

카지노

파라

다이스

58,420,768

74,684,941

49,874,894

19,653,643

52,555,395

42,195,898

카지노

하이트

진로

58,962,768

160,398,536

142,763,516

171,707,988

123,470,553

111,954,124

2,180,315,842

2,267,719,381

2,086,756,378

1,611,737,015

1,554,509,898

1,407,869,751

 

1) 각 연도말 시가평가 금액 기준

 

3. , 담배, 도박 업종 연도별 해외 주식 투자 현황

(출처: 국민연금공단, 단위: 달러)

USD 투자잔액 평가액

2018

2019

2020

2021

2022

20232월 말

2,124,385,153

2,615,089,661

2,836,230,790

3,357,794,020

3,135,533,596

3,363,811,111


4. 232월말 기준 술, 담배 도박 업종 해외 주식투자 순 현황

종목명

USD 투자잔액 평가액

비고

HEINEKEN NV COMMON STOCK EUR1.6

414,555,966.86

Brewers

PHILIP MORRIS INTERNATIONAL COMMON STOCK

410,497,121.30

Tobacco

DIAGEO PLC COMMON STOCK GBP.2893518

378,675,577.12

Distillers & Vintners

ANHEUSER BUSCH INBEV SA/NV COMMON STOCK

311,802,328.75

Brewers

BRITISH AMERICAN TOBACCO PLC COMMON STOCK GBP.25

233,288,563.10

Tobacco

PERNOD RICARD SA COMMON STOCK EUR1.55

229,844,168.16

Distillers & Vintners

ALTRIA GROUP INC COMMON STOCK USD.333

184,872,559.64

Tobacco

CONSTELLATION BRANDS INC A COMMON STOCK USD.01

83,014,398.90

Distillers & Vintners

ASAHI GROUP HOLDINGS LTD COMMON STOCK

76,793,411.95

Brewers

EVOLUTION AB COMMON STOCK SEK.003

69,857,327.14

Casinos & Gaming

GALAXY ENTERTAINMENT GROUP L COMMON STOCK

60,149,708.55

Casinos & Gaming

IMPERIAL BRANDS PLC COMMON STOCK GBP.1

59,292,756.38

Tobacco

CARLSBERG AS B COMMON STOCK DKK20.

58,899,484.20

Brewers

WYNN RESORTS LTD COMMON STOCK USD.01

57,925,282.18

Casinos & Gaming

MOLSON COORS BEVERAGE CO B COMMON STOCK USD.01

55,715,620.77

Brewers

JAPAN TOBACCO INC COMMON STOCK

52,476,713.31

Tobacco

KWEICHOW MOUTAI CO LTD A COMMON STOCK CNY1.0

51,790,674.76

Distillers & Vintners

DAVIDE CAMPARI MILANO NV COMMON STOCK EUR.01

46,821,018.84

Distillers & Vintners

KWEICHOW MOUTAI CO LTD A COMMON STOCK CNY1.0

46,100,945.68

Distillers & Vintners

KIRIN HOLDINGS CO LTD COMMON STOCK

40,311,650.45

Brewers

LAS VEGAS SANDS CORP COMMON STOCK USD.001

38,606,392.02

Casinos & Gaming

FLUTTER ENTERTAINMENT PLC DI COMMON STOCK EUR.09

36,462,012.28

Casinos & Gaming

BROWN FORMAN CORP CLASS B COMMON STOCK USD.15

36,303,846.80

Distillers & Vintners

ARISTOCRAT LEISURE LTD COMMON STOCK

27,064,988.36

Casinos & Gaming

ITC LTD COMMON STOCK INR1.

26,915,256.58

Tobacco

WULIANGYE YIBIN CO LTD A COMMON STOCK CNY1.0

22,579,728.76

Distillers & Vintners

BUDWEISER BREWING CO APAC LT COMMON STOCK USD.00001

22,399,471.31

Brewers

AMBEV SA ADR ADR

20,875,722.90

Brewers

CHINA RESOURCES BEER HOLDING COMMON STOCK

20,541,778.16

Brewers

AMBEV SA COMMON STOCK

20,131,999.78

Brewers

LA FRANCAISE DES JEUX SAEM COMMON STOCK

15,034,812.54

Casinos & Gaming

SANDS CHINA LTD COMMON STOCK USD.01

14,688,349.98

Casinos & Gaming

TSINGTAO BREWERY CO LTD H COMMON STOCK CNY1.0

12,446,624.04

Brewers

MGM RESORTS INTERNATIONAL COMMON STOCK USD.01

8,724,062.38

Casinos & Gaming

HEINEKEN HOLDING NV COMMON STOCK EUR1.6

8,132,335.08

Brewers

OPAP SA COMMON STOCK EUR.3

7,016,470.55

Casinos & Gaming

SHANXI XINGHUACUN FEN WINE A COMMON STOCK CNY1.0

6,867,278.16

Distillers & Vintners

LUZHOU LAOJIAO CO LTD A COMMON STOCK CNY1.0

6,273,164.83

Distillers & Vintners

GENTING SINGAPORE LTD COMMON STOCK USD.1

6,177,056.05

Casinos & Gaming

UNITED SPIRITS LTD COMMON STOCK INR2.0

6,023,552.65

Distillers & Vintners

WULIANGYE YIBIN CO LTD A COMMON STOCK CNY1.0

5,393,737.49

Distillers & Vintners

LUZHOU LAOJIAO CO LTD A COMMON STOCK CNY1.0

5,302,331.62

Distillers & Vintners

ROYAL UNIBREW COMMON STOCK DKK2.0

4,776,617.45

Brewers

SHANXI XINGHUACUN FEN WINE A COMMON STOCK CNY1.0

4,752,637.10

Distillers & Vintners

JIANGSU YANGHE BREWERY A COMMON STOCK CNY1.0

4,092,744.43

Distillers & Vintners

CHURCHILL DOWNS INC COMMON STOCK

3,991,712.98

Casinos & Gaming

GENTING BHD COMMON STOCK

3,858,324.24

Casinos & Gaming

SMOORE INTERNATIONAL HOLDING COMMON STOCK USD.01

3,494,719.27

Tobacco

CHONGQING BREWERY CO A COMMON STOCK CNY1.0

3,454,472.61

Brewers

CAESARS ENTERTAINMENT INC COMMON STOCK

2,927,836.80

Casinos & Gaming

JIANGSU YANGHE BREWERY A COMMON STOCK CNY1.0

2,498,187.12

Distillers & Vintners

ANHUI GUJING DISTILLERY CO B COMMON STOCK CNY1.

2,415,226.45

Distillers & Vintners

GENTING MALAYSIA BHD COMMON STOCK

2,381,294.70

Casinos & Gaming

ANADOLU EFES BIRACILIK VE COMMON STOCK TRY1.

2,224,565.77

Brewers

SHEDE SPIRITS CO LTD A COMMON STOCK CNY1.0

1,794,913.82

Distillers & Vintners

KINDRED GROUP PLC SDR GBP.005

1,588,827.03

Casinos & Gaming

CIA CERVECERIAS UNIDAS SA COMMON STOCK

1,523,957.65

Brewers

ANHUI GUJING DISTILLERY CO A COMMON STOCK CNY1.0

1,506,100.76

Distillers & Vintners

TSINGTAO BREWERY CO LTD A COMMON STOCK CNY1.0

1,431,372.75

Brewers

JIANGSU KING S LUCK BREWER A COMMON STOCK CNY1.0

1,346,290.28

Distillers & Vintners

THAI BEVERAGE PCL COMMON STOCK THB1.0 L

1,302,582.92

Distillers & Vintners

TSINGTAO BREWERY CO LTD A COMMON STOCK CNY1.0

1,187,300.39

Brewers

ENTAIN PLC COMMON STOCK EUR.01

1,144,033.22

Casinos & Gaming

EVERI HOLDINGS INC COMMON STOCK USD.001

968,641.92

Casinos & Gaming

TREASURY WINE ESTATES LTD COMMON STOCK

934,523.40

Distillers & Vintners

EASTERN CO SAE COMMON STOCK EGP1.0

736,733.22

Tobacco

JIUGUI LIQUOR CO LTD A COMMON STOCK CNY1.0

696,301.42

Distillers & Vintners

SHANGHAI BAIRUN INVESTMENT A COMMON STOCK CNY1.0

681,308.27

Distillers & Vintners

BOYD GAMING CORP COMMON STOCK USD.01

677,352.00

Casinos & Gaming

GUDANG GARAM TBK PT COMMON STOCK IDR500.

676,229.51

Tobacco

HM SAMPOERNA TBK PT COMMON STOCK IDR4.0

666,910.23

Tobacco

ANHUI YINGJIA DISTILLERY C A COMMON STOCK CNY1.0

656,987.64

Distillers & Vintners

CHONGQING BREWERY CO A COMMON STOCK CNY1.0

598,177.07

Brewers

REMY COINTREAU COMMON STOCK EUR1.6

590,988.94

Distillers & Vintners

SICHUAN SWELLFUN CO LTD A COMMON STOCK CNY1.0

569,150.07

Distillers & Vintners

CARLSBERG BREWERY MALAYSIA B COMMON STOCK

546,946.85

Brewers

ANHUI KOUZI DISTILLERY CO A COMMON STOCK CNY1.0

541,864.93

Distillers & Vintners

INTERNATIONAL GAME TECHNOLOG COMMON STOCK USD.1

488,411.84

Casinos & Gaming

PLAYTECH PLC COMMON STOCK

438,313.68

Casinos & Gaming

SPORTRADAR GROUP AG A COMMON STOCK EUR.0001

373,186.58

Casinos & Gaming

MGP INGREDIENTS INC COMMON STOCK

365,285.44

Distillers & Vintners

INSPIRED ENTERTAINMENT INC COMMON STOCK USD.0001

331,108.83

Casinos & Gaming

GENIUS SPORTS LTD COMMON STOCK USD.001

314,237.00

Casinos & Gaming

BEIJING YANJING BREWERY CO A COMMON STOCK CNY1.0

179,817.42

Brewers

JUMBO INTERACTIVE LTD COMMON STOCK

159,343.56

Casinos & Gaming

BRITISH AMERICAN TOBACCO BHD COMMON STOCK

149,366.46

Tobacco

ANHUI GUJING DISTILLERY CO A COMMON STOCK CNY1.0

130,213.85

Distillers & Vintners

SPORTS TOTO BHD COMMON STOCK

129,390.53

Casinos & Gaming

JIANGSU KING S LUCK BREWER A COMMON STOCK CNY1.0

107,150.48

Distillers & Vintners

HEBEI HENGSHUI LAOBAIGAN A COMMON STOCK CNY1.0

87,467.22

Distillers & Vintners

MGM CHINA HOLDINGS LTD COMMON STOCK HKD1.0

85,741.00

Casinos & Gaming

ANHUI KOUZI DISTILLERY CO A COMMON STOCK CNY1.0

84,394.90

Distillers & Vintners

LOTTERY CORP LTD/THE COMMON STOCK

67,183.65

Casinos & Gaming

BEIJING SHUNXIN AGRICULT A COMMON STOCK CNY1.0

54,601.27

Distillers & Vintners

SICHUAN SWELLFUN CO LTD A COMMON STOCK CNY1.

54,003.63

Distillers & Vintners

JIUGUI LIQUOR CO LTD A COMMON STOCK CNY1.0

52,565.93

Distillers & Vintners

BEIJING YANJING BREWERY CO A COMMON STOCK CNY1.0

49,765.69

Brewers

ANHUI YINGJIA DISTILLERY C A COMMON STOCK CNY1.0

48,516.01

Distillers & Vintners

BALLY S CORP COMMON STOCK USD.01

42,047.75

Casinos & Gaming

WISMILAK INTI MAKMUR TBK PT COMMON STOCK IDR100.0

40,377.38

Tobacco

CENTURY CASINOS INC COMMON STOCK USD.01

40,364.34

Casinos & Gaming

SHANGHAI BAIRUN INVESTMENT A COMMON STOCK CNY1.0

35,928.46

Distillers & Vintners

HEINEKEN MALAYSIA BHD COMMON STOCK

17,219.83

Brewers

DYNAM JAPAN HOLDINGS CO LTD COMMON STOCK

3,025.01

Casinos & Gaming

3,363,811,111.310001

 


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