KB Asset Management "KB Dynamic TDF, Good Returns"

KB Asset Management's active target-date fund (TDF) series, 'KB Dynamic TDF,' is gaining attention in the TDF market with its outstanding performance.

According to KB Asset Management on the 26th, as of the 21st of this month, the 1-year returns of all vintages (2030, 2040, 2050) of 'KB Dynamic TDF' ranked first among all TDF vintages.

All vintages of 'KB Dynamic TDF' have 1-year returns exceeding 17%. In particular, among the three vintages, 'KB Dynamic TDF2050,' which has the highest equity allocation, posted a 1-year return of 22.89%, ranking overwhelmingly first among 20 funds of the same vintage.

Launched in June 2021, 'KB Dynamic TDF' is an active fund that simultaneously considers the investor's life cycle and market conditions. It invests in various assets such as real estate and commodities according to market conditions, continuously delivering strong performance even in volatile markets.

Currently, KB Asset Management's 'KB Dynamic TDF' series is included in eight default option (pre-designated management system) portfolios sold by Kookmin Bank, KB Securities, and Gwangju Bank.

KB Asset Management is targeting the TDF market with two product series: 'KB On Gukmin TDF' for conservative investors who want to maximize compound interest effects with low fees, and 'KB Dynamic TDF' for investors seeking active market responses.

Given that TDFs are commonly used as long-term investment products in pension accounts such as retirement pensions or individual pensions, the fees?which are a key factor in product selection?are also among the lowest. It is managed with the lowest fees (annual 0.31~0.45%) among TDF series with assets under management exceeding 100 billion KRW in the industry.

Lee Seok-hee, Head of Pension WM Division at KB Asset Management, said, “The performance of default option portfolios is disclosed quarterly. The fourth-quarter returns last year for ‘KB Securities Default Option High-Risk Portfolio 1’ and ‘KB Kookmin Bank Default Option Medium-Risk Portfolio 1’ were 10.59% and 6.11%, respectively, showing excellent results. We expect the returns of the default option portfolios including ‘KB Dynamic TDF’ to be even higher when the first-quarter performance is disclosed at the end of April.”

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