KB OnGukmin TDF 2055 Stands Out for Long-Term Performance

KB Asset Management announced on August 21 that its 'KB OnGukmin TDF 2055(UH)' has achieved outstanding mid- to long-term performance in the target date fund (TDF) market.

According to fund evaluation firm FnGuide, the 3-year and 5-year returns of KB OnGukmin TDF 2055(UH) stand at 51.5% and 91.7%, respectively, ranking first among 94 funds managed by all asset management companies during the same period. Four of the top ten products based on 5-year performance are from KB Asset Management's 'KB OnGukmin TDF' series. The average return for these products is approximately 67.4%.

Launched in 2017, KB OnGukmin TDF is an index-type fund that automatically adjusts its portfolio according to the investor's life cycle. With low fees and reduced volatility, it offers the potential for high compound returns over the long term.

Since the implementation of the retirement pension default option (pre-designated management system), interest in TDFs has been growing, and capital inflows into the KB Asset Management TDF series have been particularly notable. So far this year, the series has attracted over 260 billion KRW, pushing KB Asset Management’s total TDF assets under management to over 1.84 trillion KRW.

KB Asset Management operates not only the 'KB OnGukmin TDF' with a passive management strategy for conservative investors, but also the 'KB Dynamic TDF' series with an active management strategy for more aggressive investors. The KB Dynamic TDF series has also maintained excellent results, with 3-year returns exceeding 35% across all vintages (2030, 2040, 2050).

Yook Donghwi, Head of Pension WM Division at KB Asset Management, stated, "Given that TDF products are mainly used for pension investment, outstanding long-term performance is a key factor for investors when selecting products." He added, "By utilizing the OnGukmin TDF, which offers industry-low fees and specialized management expertise, investors can enjoy both stable long-term returns and additional capital gains."

To expand its pension portfolio, KB Asset Management launched the 'KB OnGukmin Fast Start Target Asset Allocation Fund' in May, a customized asset allocation product for pre-employment investors. In addition, the company manages a wide range of pension products, including the KB OnGukmin Monthly Lifetime Income Fund, KB Target Return OCIO Series, and KB Didim Dynamic Asset Allocation Fund.

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