[2021 Asia Fund Awards] Korea Investment Trust Management, Best Operator in Retirement Pension Type

[Asia Economy Reporter Ji Yeon-jin] Korea Investment Trust Management was selected as the Best Manager in the Retirement Pension category at the 2021 Asia Economy Fund Awards.

Korea Investment Trust Management's retirement pension fund series, 'Korea Investment TDF Alaseo Fund,' is a pension-type product that automatically manages assets according to an automatic asset allocation strategy reflecting the life cycle of Koreans tailored to individual retirement timing. Until the retirement point, it strategically manages risk by investing evenly in about 20 domestic and overseas funds without separate management instructions. When the retirement date is far away, the strategy seeks to increase the proportion of risky assets such as stocks above a certain level to raise expected returns, whereas as the retirement date approaches, it gradually reduces the proportion of risky assets and increases the proportion of safe assets such as bonds to reduce market volatility risk and focus on asset stability.

According to FN Guide's fund evaluation, the Alaseo series had assets under management of 586.5 billion KRW as of early this month, surpassing 500 billion KRW last December and ranking third in the industry. The 6-month return is 15.48%, 1-year 16.64%, 2-year 32.16%, 3-year 21.58%, and since the inception date on August 3, 2017, it has recorded 32.85% returns.

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