National Pension Service, Last Year's Operating Income 1.8344 Trillion KRW... Yield 11.15%

[Asia Economy Reporter Minji Lee] The Private School Teachers' Pension Service (hereinafter referred to as the Private School Pension) announced on the 12th that it generated operating income of 1.8344 trillion KRW last year. The annual fund management return rate was 11.5%, marking the highest level in 10 years.

A representative of the Private School Pension explained, "Portfolio diversification through asset allocation and currency hedging policies proved effective," adding, "All asset classes recorded high performance thanks to the global monetary easing trend leading to interest rate declines, a strong stock market, and a strong dollar."

The Private School Pension evaluated that the main factors for the performance were the expansion of overseas investment (29.1%→34.2%) and alternative investments (19.5%→21.2%) compared to the previous year, as well as opening currency exposure in overseas stocks and overseas alternative sectors. Among asset classes, overseas stocks recorded the highest performance with a return rate of 30.43%.

Accordingly, as of the end of last year, the fund size of the Private School Pension grew to 20.746 trillion KRW, surpassing 20 trillion KRW for the first time since the foundation of the corporation in 1974.

This year, the Private School Pension plans to actively respond to changes in the financial market situation and operating conditions, and achieve stable fund management goals through investment diversification such as expanding the proportion of overseas and alternative investments.

This content was produced with the assistance of AI translation services.