Kiwoom Asset Management Differentiates 'All Weather Strategy'... Strength in Stable Asset Allocation

2022 Asia Fund Awards - Best Fund Award in EMP Fund Category

[Asia Economy Reporter Minji Lee] The 2022 Asia Economy Fund Award for EMP (Best Fund Award) was given to Kiwoom Investment Asset Management's ‘Kiwoom Bullio Multi-Asset EMP’ fund.

The Kiwoom Bullio Multi-Asset EMP fund aims to deliver stable performance over the medium to long term. It diversifies investments across more than 40 ETFs (Exchange-Traded Funds) listed in the United States, covering various asset classes, with Dumoolmeori Investment Advisory serving as the fund advisor. Since its inception in December 2019, the fund size has steadily increased, reaching approximately 50.6 billion KRW as of the 7th of this month.

The fund's strength lies in being the first in Korea to employ the ‘All Weather Strategy.’ This strategy allocates a portfolio with specific proportions of global stocks, bonds, gold, and commodities to withstand any sudden market changes, making it the most stable asset allocation approach. By minimizing short-term conventional judgments and maintaining a consistent management strategy, it is also suitable for pension investment clients.

In addition to the All Weather Strategy, value and momentum strategies are incorporated to actively identify investment opportunities that might be missed in simple asset allocation. By employing these strategies, the fund demonstrates superior defensive capabilities compared to typical asset allocation strategies in highly volatile markets.

The fund's performance has also been stable since its launch. As of the 7th, the fund recorded a 5.7% return over one year and a 12.1% return over two years on a hedged basis.

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