Hantoo Asset Management, 3 Types of OCIO Self-Managed Funds... "No.1 1-Year Returns by Category"

Korea Investment Trust Management announced on the 31st that three types of Korea Investment OCIO Alaseo Funds ranked first in 1-year returns among 34 domestic OCIO fund products. The three products are Korea Investment OCIO Alaseo Fund (C-Re Class), Korea Investment OCIO-DO Alaseo Income Fund (C-Re Class), and Korea Investment OCIO-DO Alaseo Income Fund (C-Re Class).

According to Zeroin, as of the 30th of this month, the recent 1-year returns of Korea Investment OCIO Alaseo Fund, Korea Investment OCIO-DO Alaseo Income Fund, and Korea Investment OCIO-DO Alaseo Income Fund were 10.56%, 14.65%, and 7.94%, respectively, significantly outperforming the domestic OCIO fund 1-year average return of 6.00%. The 6-month returns were confirmed to be 7.93%, 7.46%, and 8.40%, respectively.

They all ranked first by type. OCIO funds are classified into neutral (mixed), growth (income), and stable (income) types according to investors' investment tendencies and objectives. Among them, the growth type is classified as a product for aggressive investors, and the stable type is for conservative investors. The Korea Investment OCIO Alaseo Fund series recorded the highest returns for each investment tendency among OCIO funds launched domestically.

The representative fund of the series, Korea Investment OCIO Alaseo Fund, grew from approximately 42 billion KRW as of December 31 last year to about 63 billion KRW as of the 30th of this month, increasing by about 20 billion KRW in one month. It was also confirmed that more than 7 billion KRW increased in the C-Re Class (retirement pension-online class), which can be subscribed through defined contribution (DC) or individual retirement pension (IRP), indicating strong interest from individual investors.

Korea Investment Trust Management plans to maximize the operational performance and efficiency of the Korea Investment OCIO Alaseo Fund series based on a retirement liability index and long-term capital market assumptions (LT-CMA) developed in-house, reflecting the characteristics of defined benefit (DB) retirement pensions. The retirement liability index is an indicator estimating the 5-year average growth rate of retirement benefit liabilities of domestic companies and serves as a benchmark for managing DB-type retirement pension reserves. Korea Investment Trust Management analyzes retirement liabilities based on disclosure data from about 700 companies annually to update the retirement liability index and updates the mid-term market outlook every May and November to reflect it in the portfolio.

Wonseok Oh, Executive Director in charge of pensions at Korea Investment Trust Management, said, “Thanks to the optimal portfolio constructed through the DB-type retirement pension management process established from a long-term perspective, we were able to achieve excellent performance,” adding, “The Korea Investment OCIO Alaseo Fund series will be very helpful to corporate DB-type retirement pension management and individual investors interested in retirement pension investments.”

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