Shinhan Asset Management's TDF Series Surpasses 1 Trillion Won in Assets Under Management

Shinhan Asset Management announced on the 9th that its pension products, the Shinhan Ma-eum Pyeonhan and Long-term Growth TDF series, have surpassed 1 trillion KRW in assets under management.

The Shinhan Asset Management TDF series has maintained a stable growth trend, recording a net increase of over 180 billion KRW last year. The primary factor driving this capital inflow is its excellent performance. It has maintained the top position in the 3-year performance metric, which encompasses long-term management capabilities.

According to fund rating agency KG Zeroin, the 3-year returns for Shinhan Ma-eum Pyeonhan TDF (2045, 2050) are 15.63% and 16.73%, respectively, achieving the highest returns.

The key factors behind the outstanding performance of Shinhan Asset Management’s TDF include investing selectively in a wide range of excellent global products rather than focusing mainly on in-house products through an open universe approach. Additionally, it employs a strategy that responds to short-term market volatility through active tactical asset allocation and uses a currency open strategy as a baseline for overseas stocks, adjusting the currency hedge ratio according to market conditions.

Kim Seong-hoon, Head of Multi-Asset Management Center at Shinhan Asset Management, explained, "Following the December Federal Open Market Committee (FOMC) meeting, expectations for a rate cut by the Federal Reserve have diminished, and inflationary pressures are increasing due to President Trump's inauguration." He added, "Once uncertainties following President Trump’s inauguration are resolved, U.S. stocks, particularly in policy-beneficiary sectors such as finance and consumer goods, are expected to become more attractive." He further stated, "The Shinhan Asset Management TDF series will continue to strive for stable mid- to long-term performance this year."

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