Korea Investment TIF Automatic Lifetime Income Fund Series Surpasses 600 Billion Won in Total Assets Under Management

Korea Investment Management announced on November 4 that the total assets under management for the Korea Investment TIF Automatic Lifetime Income Fund Series have surpassed 600 billion won.

According to fund evaluation firm FnGuide, as of the market close on November 3, the assets under management for the Korea Investment TIF Automatic Lifetime Income Fund Series amounted to 647.2 billion won. The Korea Investment TIF Automatic Lifetime Income Monthly Distribution Fund has recorded a net inflow of over 65 billion won since the beginning of this year. Despite increased market volatility, the fund has maintained a steady flow of capital. It is credited with earning high trust from investors thanks to its stable income investment strategy.

As a leading domestic Target Income Fund (TIF), it is designed with the aim of asset preservation for investors during the pension withdrawal phase after age 55. The fund seeks stable cash flows based on an expected withdrawal rate. The Korea Investment TIF Automatic Lifetime Income Monthly Distribution Fund, which has delivered strong performance, is structured to pay a fixed distribution every month. It has been well received by investors seeking regular income. Depending on their desired withdrawal amount or remaining asset size, investors can choose between bond-type and bond-mixed options. The monthly distribution option allows investors to expect stable returns.

The Korea Investment TIF Automatic Lifetime Income ETF Focus Fund has been managed in-house by Korea Investment Management since 2022 as a target income fund. It recorded a three-year return of 40.92% (based on the C-Re class), ranking first in returns among all domestic TIFs. Its one-year return stands at 11.12%. The fund’s assets under management amount to 12.5 billion won, and it aims to maximize both regular pension payments and remaining assets.

Under the 'Economic Cycle Neutral' asset allocation philosophy, the fund has enhanced stability and profitability by optimizing the mix of overseas equities and domestic bonds according to the Long-Term Capital Market Assumptions (LTCMA). Its long-term return maximization goal has been demonstrated through a low-cost structure based on low risk and turnover, as well as a rebalancing strategy.

Oh Wonseok, Executive Director in charge of pensions at Korea Investment Management, stated, "The Korea Investment TIF Automatic Lifetime Income Fund Series has grown amid steady interest from clients seeking continuous cash flow."

He added, "We are building a diverse lineup of income-focused products to meet the asset management needs of investors at every stage of life."

Oh further commented, "As demand for stable income continues to rise, we plan to actively supply related products in consideration of investor and market needs. Moving forward, we will continue to lead the TIF market through differentiated management strategies and enhanced customer-centric services."

The fund is a performance-based product, and past returns do not guarantee future results. Principal loss may occur depending on the management outcome.

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