Korea Investment & Securities Achieves 'Triple Crown' in Retirement Pension Default Option Returns
Ranked First in Annual Returns Across High, Medium, and Low Risk Categories
On May 15, Korea Investment & Securities announced that, as of the end of the first quarter, its retirement pension default option (pre-designated investment system) products ranked first in annual returns across three categories: high risk, medium risk, and low risk.
According to the "Key Status Disclosure of Retirement Pension Default Options for Q1 2025" released by the Ministry of Employment and Labor, Korea Investment & Securities' "Default Option Aggressive Investment Type BF1" achieved an annual return of 22.72%, the highest among 315 products offered by 41 providers.
This product has maintained the highest return among all securities firms' default options since the first quarter of 2024. Following this, the "Default Option Neutral Investment Portfolio 2" recorded a 15.83% return, ranking second overall and first among medium-risk products.
Korea Investment & Securities also stood out in the low-risk product category. The "Default Option Stable Investment Portfolio 2" achieved an annual return of 9.86%, ranking first in its category. Excluding the ultra-low-risk group composed mainly of deposits, the company effectively ranked first in returns across all performance-based categories.
The company explained that its differentiated product composition drove these returns. All three products commonly include the "Korea Investment Mysuper Alaseo" fund series. This fund is a benchmark fund designed by Korea Investment Trust Management to adapt Australia's representative default option model, "MySuper," to the Korean market. The high-risk category allocates 100% to this fund, the medium-risk category allocates 70% to the stable type and 30% to the growth type, and the low-risk category allocates 70% to the stable type fund.
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Kim Soonshil, Head of Retirement Pension Operations at Korea Investment & Securities, said, "It is meaningful that we have achieved results in line with the purpose of introducing the default option, enabling us to steadily grow our clients' valuable retirement assets," adding, "We will continue to enhance client returns through effective portfolio management and thorough risk control."
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