Korea Investment TIF Alseo Fund, No.1 in Capital Inflow Among Overseas Bond Public Funds

Korea Investment Trust Management announced on the 10th that the Korea Investment TIF Alseorae Lifetime Income Monthly Payment Fund has attracted the largest inflow of funds since the beginning of the year among domestic overseas bond-type public funds.

The TIF fund is a Target Income Fund designed to calculate a withdrawal rate considering the probability of preserving pension assets in line with the pension receipt period after the age of 55, and operates with that withdrawal rate as its target.

According to FnGuide, as of the closing price on the 9th, the fund inflow amount for the Korea Investment TIF Alseorae Lifetime Income Monthly Payment Fund this year was 125.5 billion KRW, the highest among 70 domestic overseas bond-type public funds. The inflow into this fund series is interpreted as being due to its ability to generate stable returns.

In 2017, Korea Investment Trust Management collaborated with the US specialist management company T. Rowe Price to launch the Korea Investment TIF Alseorae Lifetime Income Fund series and the Korea Investment TDF Alseorae Fund series.

The Korea Investment TIF Alseorae Lifetime Income Fund series allows investors to choose between bond-type and bond-mixed types according to their needs such as required withdrawal amount or remaining asset size, and the monthly payment option can also be selected between bond-type and bond-mixed types. The Korea Investment TIF Alseorae Lifetime Income Monthly Payment Fund is popular among investors who need stable cash flow as it provides dividends according to a fixed distribution rate every month. Launched in 2022, the company also operates various TIF fund lineups including the Korea Investment TIF Alseorae Lifetime Income ETF Focus Fund series.

Oh Won-seok, Executive Director in charge of pensions at Korea Investment Trust Management, said, "The continuous inflow of funds into this fund is thanks to a multifaceted strategy to satisfy diverse investor demands." He added, "It is receiving positive responses from investors seeking steady returns," and emphasized, "We will continue to expand the Korea Investment TIF Alseorae Lifetime Income Fund series through differentiated management strategies and strengthening customer-centric services."

The Korea Investment TIF Alseorae Lifetime Income 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.