"OnGukmin·Dynamic TDF" Surpasses 2 Trillion Won in AUM Driven by Strong Mid- to Long-Term Performance

KB Asset Management announced on November 17 that the total assets under management for its "KB OnGukmin·Dynamic" Target Date Funds (TDF) have surpassed 2 trillion won.

The primary reason for this influx of funds is the outstanding mid- to long-term performance. As of November 14, the five-year return of "KB OnGukmin TDF 2055 (UH)" reached 114.50%, ranking first among all TDFs managed by domestic asset managers during the same period. The one-year and three-year returns were 22.06% and 76.88%, respectively.

Another strength is the wide range of products that investors can choose from according to their risk preferences. KB Asset Management offers the "KB OnGukmin TDF" with a passive investment strategy for conservative investors, and the "KB Dynamic TDF" with an active investment strategy for those seeking more aggressive returns. The KB Dynamic TDF has also demonstrated solid performance, with three-year returns for all vintages (2030, 2040, 2050) exceeding 52%, comparable to those of the KB OnGukmin TDF.

Given that TDFs are commonly used as long-term investment products in retirement pension and personal pension accounts, the total annual fees-a key factor in product selection-are relatively low, ranging from 0.360% to 0.605% per year.

Last year, KB Asset Management launched the "KB OnGukmin·Dynamic TDF 2060," a customized product targeting investors planning to retire in 2060. With this expanded lineup, investors now have a broader range of pension products to choose from.

Beom Gwangjin, Head of the Pension WM Division at KB Asset Management, stated, "Given that TDFs are primarily used as pension investment products, stable management capabilities are extremely important," adding, "By investing in KB Asset Management's TDFs, which are managed based on specialized research, investors can achieve both stable returns and capital gains."

KB Asset Management is building a comprehensive lineup of pension products so that investors can construct a retirement pension portfolio solely with KB Asset Management's offerings. In addition to the "KB OnGukmin·Dynamic TDF," the company also provides products such as the "KB Target Return OCIO Series" and the "KB Didim Dynamic Asset Allocation Fund."

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