KB Retirement Pension Dividend Series: Leading in Both Returns and Scale

KB Asset Management announced on September 8 that its "KB Retirement Pension Dividend" series is gaining attention in the retirement pension fund market for its outstanding performance.

KB Asset Management operates the equity-type "KB Retirement Pension Dividend" and the mixed bond-type "KB Retirement Pension Dividend 40." As expectations for interest rate cuts rise and concerns about economic uncertainty persist, the appeal of dividend stock investments is increasing, making these two funds attractive investment alternatives.

The KB Retirement Pension Dividend Fund, established in 2017, is a product that focuses on stocks with high dividend and value appeal based on thorough corporate analysis. It includes major semiconductor, defense, and advanced information technology companies such as SK Hynix, Samsung Electronics Preferred, Samsung Electronics, Hanwha Aerospace, and Isu Petasys.

According to fund evaluation firm FnGuide, as of September 5, the KB Retirement Pension Dividend Fund recorded a six-month return of 38.04%, making it the top performer among 373 publicly offered retirement pension products.

KB Asset Management's flagship retirement pension product, the KB Retirement Pension Dividend 40 Fund, is managed with a stable portfolio of 40% equities and 60% bonds. Its net assets amount to 965.4 billion won, making it the largest among retirement pension funds. It achieved a six-month return of 13.78%. Since its launch in 2006, its cumulative return has reached 235.93%.

Given that the average six-month return for domestic retirement pension funds remains in the 9% range, the performance of the KB Retirement Pension Dividend series stands out even more.

The investment options are clear depending on investor preference. Conservative investors can expect stable results with the KB Retirement Pension Dividend 40, while those seeking more aggressive returns can achieve differentiated investment effects with the KB Retirement Pension Dividend.

Cha Hyunwoo, Head of Pension Marketing at KB Asset Management, stated, "A retirement pension should not be just a means of storing assets, but a tool for managing assets to generate stable returns for life after retirement. The 'KB Retirement Pension Dividend Fund Series' will be the optimal solution, providing both stability and performance even in a high-interest, low-growth environment."