[2024 Asia Fund Awards] Korea Investment Trust Management, Optimal Operation Until Target Date... TDF Yield Ranked No.1

Best Asset Manager in the TDF Sector

Bae Jae-gyu, CEO of Korea Investment Trust Management. Photo by Korea Investment Trust Management

Korea Investment Trust Management was selected as the Best Manager in the Target Date Fund (TDF) category at the 15th annual '2024 Asia Fund Awards' this year.

Korea Investment Trust Management's second TDF series, the ‘Korea Investment TDF Alaseo ETF Focus Fund,’ has shown a stable upward trend since its launch in October 2022. As of the 22nd of last month, the 1-year returns across all seven vintages ranged from 16.82% to 24.79%, ranking first among domestically launched TDF products (ETFs). The 6-month returns also ranked first, ranging from 6.41% to 8.03%. The risk-adjusted return (Sharpe ratio), which indicates stable risk management capability, also secured the top position.

The ‘Korea Investment TDF Alaseo ETF Focus Fund’ is a retirement pension-specialized product that optimally manages assets automatically until the target date (expected retirement year) chosen by the investor, based on the principles of low cost, long-term investment, and diversification. When the period until the investor’s retirement is long, it invests heavily in stocks to pursue asset growth, and as retirement approaches, it increases the bond allocation to focus on asset stability. Additionally, it exchanges information with investors through asset management reports published every three months. Investors can regularly check the fund manager’s letter containing fund management results and plans, fund overview, fund returns, fund asset composition status, fund manager information, fund cost status, and fund trading details.

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