Hantoo Securities Maintains No.1 Retirement Pension Default Option Yield in Q4

Korea Investment & Securities announced on the 19th that its 'Default Option High-Risk BF1' recorded the highest return among all products in the 2024 Q4 retirement pension default option (pre-designated operation system) major status disclosure announced by the Ministry of Employment and Labor on the 18th.

The one-year return of 'Default Option High-Risk BF1' reached 35.88%, the highest level among 315 products from 41 retirement pension providers. The recent 1-month, 3-month, and 6-month returns were also the highest among all products at 4.94%, 13.43%, and 13.65%, respectively. In the mid-risk product category, Korea Investment & Securities also achieved outstanding results. The one-year return of 'Default Option Mid-Risk Portfolio 2' as of Q4 was 20.89%, the highest among mid-risk product groups.

These products commonly include the 'Korea Investment Mysuper Alseora' fund series in their portfolios. This is a benchmarking fund applied domestically by Korea Investment Management, an affiliate company, based on Australia's default option MySuper, a leading pension country. The high-risk product is managed with a 100% allocation to growth-type funds, while the mid-risk product is managed with a 7:3 ratio allocation between stable-type and growth-type funds.

Kim Soon-sil, Head of the Retirement Pension Operations Division, said, "Investing in overseas assets such as gold, U.S. growth stocks, U.S. high-yield bonds, and inflation-linked bonds with currency exposure was effective during the high inflation period," adding, "We will continue to strive to maximize customer returns through Korea Investment’s unique asset management know-how."

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