KB Asset Management's TDF Series Surpasses 1 Trillion KRW in Assets Under Management

KB Asset Management announced on the 18th that the OnGukmin and Dynamic TDF series have surpassed 1 trillion KRW in assets under management (based on net asset value).

Since the beginning of the year, more than 100 billion KRW has flowed in, making it the TDF manager with the largest capital inflow. This is thanks to consistent performance even in volatile market conditions. As of the 16th, according to FnGuide, KB OnGukmin TDF 2055 recorded a year-to-date return of 12.89%, ranking first among all TDFs, and its long-term return is also the highest with a 3-year return of 50.04%.

KB Asset Management operates two types of products: the passive strategy ‘KB OnGukmin TDF’ for conservative clients and the active strategy ‘KB Dynamic TDF’ for clients with a more aggressive investment style.

KB OnGukmin TDF is a passive fund that offers low fees and low volatility, allowing for high compound returns over long-term investments. The ‘KB Dynamic TDF’ is an active fund that actively responds to market volatility by investing in various assets such as real estate and commodities to swiftly adapt to market conditions.

Lee Seok-hee, Head of the Pension WM Division at KB Asset Management, explained, "TDFs are representative global asset allocation funds that broadly diversify investments across global stocks and bonds, making them efficient for long-term installment investments. In the case of KB OnGukmin TDF, the high currency hedge ratio allows for additional gains when the USD-KRW exchange rate declines."

Meanwhile, KB Asset Management is gaining attention as a leading asset allocation fund manager by efficiently managing various asset allocation funds, including its flagship pension product TDF, and establishing a new product lineup to help investors choose products that suit market conditions.

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