National Pension Fund Surpasses 930 Trillion Won... August Return Rate 9.65%

[Asia Economy Reporter Park Soyeon] The National Pension Service Fund Management Headquarters announced on the 29th that the National Pension Fund's rate of return was tentatively calculated at 9.65% as of the end of August this year. This is an improvement from the 8.55% recorded in the previous month. Accordingly, the size of the National Pension Fund also exceeded 930 trillion won.

By asset class, the weighted rate of return by amount was recorded in the order of overseas stocks at 24.87%, domestic stocks at 12.29%, alternative investments at 8.46%, overseas bonds at 6.67%, and domestic bonds at 0.14%.

The KOSPI, a reference index for the domestic stock market, rose 11.34% from the beginning of the year to the end of July. The global stock market (MSCI ACWI ex-Korea, dollar basis) increased by 16.41% during the same period. The dollar-won exchange rate rose 7.02% during this period.

The asset allocation was 37.0% domestic bonds, 26.7% overseas stocks, 19.0% domestic stocks, 10.6% alternative investments, and 6.3% overseas bonds.

The domestic stock allocation of 19.0% was 2.2 percentage points higher than the year-end domestic stock target allocation of 16.8%. The maximum allowable domestic stock allocation for the National Pension at year-end is 21.8%.

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