[2020 Asia Fund Awards] KB Asset Management, Flexible Management and Stable Returns

Joa Jae-min, CEO of KB Asset Management

[Asia Economy Reporter Kum Boryeong] The 11th Asia Fund Awards Best Asset Management Company in the Retirement Pension Domestic Mixed Category went to KB Asset Management.

Launched in 2006, the 'KB Retirement Pension Dividend 40' fund invests more than 60% of its assets in bond assets. It secures stable interest income generated from these bonds and invests the remainder in selected domestic stocks to simultaneously pursue additional returns from stock market appreciation and dividends. The structure invests in value dividend-style equity funds and high-quality bond funds to secure stable returns.

In the bond sector, only government bonds, local bonds, special bonds, and corporate bonds rated AA or higher are selected. Bonds with different maturities are utilized flexibly according to market conditions. Considering the long-term investment nature of the equity portion, the fund does not follow or predict market trends but focuses on undervalued value stocks relative to corporate value.

The long-term returns show outstanding figures. As of the end of last year, the 10-year return was 80.36%. This is notable as a mixed fund that limits stock allocation to 40% or less, achieving results based on stability. The fund's assets under management are approximately KRW 1,205.6 billion, boasting the largest scale within retirement pension funds.

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