KB Dynamic TDF Surpasses 100 Billion Won

[Asia Economy Reporter Park Soyeon] KB Asset Management's KB Dynamic Target Date Fund (TDF) has surpassed 100 billion KRW in assets under management. A TDF is a fund that periodically manages its portfolio according to the subscriber's retirement timing, also known as a life cycle fund.

According to KB Asset Management on the 9th, the KB Dynamic TDF, launched in June 2021, is offered as a series product consisting of three funds with different maturities: 2030, 2040, and 2050. Among these, the KB Dynamic TDF 2030 alone has exceeded 102.1 billion KRW.

Currently, there are a total of nine TDFs in the asset management market with assets under management exceeding 100 billion KRW. The KB Dynamic TDF is characterized by utilizing a glide path developed in collaboration with Seoul National University’s research lab, considering both the life cycle and market conditions simultaneously. It pursues additional returns by diversifying investments not only in global equities and global bonds but also in various alternative assets such as real estate and commodities.

The KB Dynamic TDF recently demonstrated excellent defensive capabilities amid global stock declines and rising interest rates. During the strong dollar period, it lowered the proportion of currency hedging and responded efficiently to the stock market downturn through active asset allocation.

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