KB On Gukmin TDF, 6-Month Return 20.5%... No.1 in TDF

[Asia Economy Reporter Junho Hwang] The total assets under management of TDF, the main product for retirement pensions, increased by 1.46 trillion KRW last year, reaching 4.2 trillion KRW, while KB Asset Management's KB On Gukmin TDF is attracting attention with its high returns.

According to KB Asset Management on the 8th, the recent 6-month return of KB On Gukmin TDF2050 was 20.50%, ranking first in returns among the same category. It is the TDF with the highest equity ratio. Following that, KB On Gukmin TDF2035 showed a 12.51% return, and KB On Gukmin TDF2020, which has the lowest equity ratio, recorded a 7.87% performance.

Kim Young-sung, Executive Director of the Global Operations Division at KB Asset Management, explained, "The biggest differentiator of KB On Gukmin TDF is the adjustment of the equity ratio according to the glide path," adding, "This aspect was the driving force behind Vanguard becoming the global No. 1 in TDF."

KB Asset Management recommended that investors expecting a bullish market invest in KB On Gukmin TDF2050, those expecting a bearish market invest in KB On Gukmin TDF2020, and investors with a neutral outlook invest in KB On Gukmin TDF2035.

Ha Jae-jin, Executive Director of the Pension WM Division at KB Asset Management, advised, "As the main products of the top five companies have been managed for 3 to 4 years, the characteristics of each product have started to become clear," and added, "It is necessary to review the portfolios of overseas partner asset managers and the equity inclusion ratios according to each company's lifecycle investment model (Glide Path) before choosing a product that suits one's own investment style."

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