Samsung Asset Management "TDF Series... Largest Fund Inflow This Year"

On the 6th, Samsung Asset Management announced that 51.5 billion KRW was added to the Samsung Target Date Fund (TDF) series. This is the largest capital inflow among the asset management company's TDF series. Currently, the total assets under management for Samsung Asset Management's entire TDF series amount to 1.7839 trillion KRW.

TDF is a global asset allocation fund that automatically adjusts the portfolio according to the life cycle, targeting the investor's retirement date. In particular, by allocating TDF to the safe assets in retirement pension accounts, the proportion of risky assets can be adjusted according to the investor's risk profile, enabling the construction of a retirement pension portfolio.

Samsung Asset Management first introduced the ‘Samsung Korean-style TDF series’ domestically in April 2016, promoting pension products tailored to the life cycle. Subsequently, in March 2020, it launched a TDF series containing Samsung Exchange Traded Funds (ETFs), and in June 2022, it released the KODEX TDF series.

Samsung Asset Management stated that the recent influx of funds into the Samsung TDF series is mainly due to the stability of Samsung TDF achieved through a company-wide systematic management process and the provision of a diverse lineup tailored to customers’ individual investment needs.

In November 2022, Samsung Asset Management established the Global Portfolio Investment Committee, an investment committee that decides and manages key matters related to the TDF strategy, consistently maintaining the company-wide TDF management philosophy and standards.

Based on this systematic management, the ‘Samsung Korean-style TDF2050(UH)’ has demonstrated stable management performance, ranking first among TDFs of the same vintage with one-year and two-year returns of 19.2% and 13.7%, respectively.

For customers who want easy and quick transactions, the KODEX TDF ETF, which offers simple trading, is provided; for those who want rapid market response, the TDF containing Samsung ETFs is available; and for customers who want to manage not only asset allocation but also investment style according to the retirement date, the Samsung Korean-style TDF is offered.

Shin Jae-kwang, Executive Director of the Multi-Asset Management Headquarters at Samsung Asset Management, said, “Samsung Asset Management operates the industry’s largest number of TDF series to accommodate various customer preferences,” adding, “We plan to continue company-wide efforts to support customers’ financial stability after retirement through TDF, a representative retirement plan product.”

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