Korea Investment TDF Self-Managed ETF Focus, Sales Agencies Doubled in 6 Months

Korea Investment Trust Management announced that the number of distributors for the Korea Investment TDF Alseora ETF Focus Fund series has nearly doubled in about six months compared to August last year.

Korea Investment Trust Management stated on the 20th that the Korea Investment TDF Alseora ETF Focus Fund series is being sold through 16 distributors, including Korea Investment & Securities, Kookmin Bank, NongHyup Bank, Shinhan Bank, Woori Bank, KB Securities, NH Investment & Securities, SK Securities, Daishin Securities, Kiwoom Securities, Hana Securities, Hi Investment & Securities, Korea Post Securities, Hanwha Investment & Securities, Hyundai Motor Securities, and Kyobo Life Insurance.

Thanks to the expansion of distributors, the Korea Investment TDF Alseora ETF Focus Fund has shown remarkable performance. According to Zeroin, as of the 19th, based on the online retirement pension class, the recent 1-year return of the Korea Investment TDF Alseora ETF Focus Fund 2060 was 24.57%, ranking first among all TDFs. The 6-month return was 12.29%.

The scale is also steadily growing. The total net asset value and the amount under management of the Korea Investment TDF Alseora ETF Focus Fund vintage increased by more than 20%, from 61.4 billion KRW and 53.9 billion KRW at the end of last year to 78.2 billion KRW and 65.2 billion KRW as of the day before yesterday, respectively.

The Korea Investment TDF Alseora ETF Focus Fund is a pension asset-specialized product (TDF) that sets the investor’s expected retirement year as the target date (vintage) and automatically adjusts the portfolio according to the target date to manage assets so as to achieve stable performance until that time.

Korea Investment Trust Management currently operates a total of seven vintages, including the 2060 vintage. The 2060 vintage targets investors in their 30s, who set 2060 as their retirement goal. Korea Investment Trust Management is the only domestic asset management company operating the 2060 vintage.

The 1-year average Sharpe ratio (excess return relative to investment risk) of the Korea Investment TDF Alseora ETF Focus Fund series ranges from 2.25 to 2.42, the highest among all TDF products. The Sharpe ratio is an indicator that measures stable risk management ability by quantifying the excess return expected when taking on a risk level of 1. Even if returns are high, a low Sharpe ratio indicates high volatility, which may reduce cumulative returns in long-term investments. Since pension products require long-term investment, it is necessary to consider the Sharpe ratio to achieve stable and good performance.

Oh Won-seok, Executive Director in charge of pensions at Korea Investment Trust Management, explained, "Pension investment is a very long-term investment that should be viewed over more than 30 years, and we recommend diversified investment through installment-type funds such as TDFs with a long-term perspective." He added, "The Korea Investment TDF Alseora ETF Focus Fund is a product that maximizes returns stably by lowering fees, risks, and turnover according to a passive strategy."

The Korea Investment TDF Alseora ETF Focus Fund series is a performance dividend-type product, and past returns do not guarantee future returns. Principal loss may occur depending on management results.

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