Hantoo Asset Management "TDF Alseorae ETF Focus Fund... Assets Under Management Doubled Since Early This Year"

Korea Investment Trust Management announced on the 31st that the assets under management of the Korea Investment TDF Alseora ETF Focus Fund series have more than doubled since the beginning of this year.

The assets under management of the Korea Investment TDF Alseora ETF Focus Fund series (including TIF) stood at 136.8 billion KRW as of the closing price on the 30th, a sharp increase of 131% compared to the 59.2 billion KRW at the beginning of the year. In particular, the assets under management increased by more than 31.8 billion KRW in the past month, showing a steep growth trend.

Recent inflows into the Korea Investment TDF Alseora ETF Focus Fund series are attributed to its high returns. The fund series swept first place in one-year returns across all seven vintages (target dates) from 2030 to 2060. Among them, the Korea Investment TDF Alseora ETF Focus 2060 Fund (C-F class) posted a one-year return approaching 23.33%, significantly outperforming the overall TDF average one-year return of 12.73%. The fund’s six-month return is 12.00%.

The performance of the Korea Investment TDF Alseora ETF Focus Fund series is the result of management based on the Long-Term Capital Market Assumptions (LTCMA) and research independently developed by Korea Investment Trust Management. The fund focuses on currency-hedged investments in U.S. growth stock ETFs, achieving high returns during the prolonged dollar strength phase. Additionally, in a situation where domestic bonds show relative superiority compared to global bonds, the fund includes domestic bond ETFs and diversifies investments across asset classes with low correlations to respond stably to market volatility.

The Korea Investment TDF Alseora ETF Focus Fund series is currently available for subscription through a total of 17 distributors, including Korea Investment & Securities, Kookmin Bank, NongHyup Bank, Shinhan Bank, and Woori Bank.

Korea Investment Trust Management offers a total of eight vintage TDF lineups: 2030, 2035, 2040, 2045, 2050, 2055, 2060, and Gold2080. Among these, the 2060 and Gold2080 vintages are uniquely managed by Korea Investment Trust Management among domestic asset management companies. The Gold2080 Fund has an initial risky asset allocation of 99% and invests in gold and overseas stocks in a currency-hedged manner to reduce increased volatility. Gold is a representative safe asset with low correlation to stocks and superior real returns compared to bonds, which can enhance relative investment returns when invested alongside stocks.

Wonseok Oh, Executive Director in charge of pensions at Korea Investment Trust Management, explained, “This performance is due to the excellent results achieved by the U.S. growth stocks, domestic bonds, gold, and dollar included in the fund,” adding, “Thanks to the concept that maximizes stable long-term returns by lowering fees, risks, and turnover according to a passive strategy.”

He further stated, “Pension investment is an ultra-long-term investment with a period of over 30 years,” and recommended, “It is advisable to invest regularly in lifecycle-type global asset allocation funds such as TDF.” He added, “We plan to expand the lineup of various TDF products and increase the number of distributors in the future.”

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