KB Asset Management Excels in Domestic Dividend Fund Returns This Year

KB Asset Management is demonstrating outstanding performance in the dividend fund market, leveraging its differentiated dividend strategies.

According to fund evaluation firm FnGuide on November 28, as of November 26, the four dividend funds managed by KB Asset Management ranked first through fourth in year-to-date returns among 151 domestic dividend funds.

During this period, the respective returns for each fund were as follows: ▲KB Pension Value Dividend Fund 73.71% ▲KB Retirement Pension Dividend Fund 73.66% ▲KB Sustainable Dividend Youth Income Deduction Fund 73.42% ▲KB Active Dividend Fund 73.19%.

Amid significant market volatility caused by increased global economic uncertainty and fluctuations in interest rates and exchange rates, dividend stocks are attracting attention from investors due to their stable cash flows and downside protection. Additionally, as domestic companies continue to expand dividends and implement shareholder return policies such as share buybacks, the long-term investment appeal of dividend stocks is becoming even more pronounced.

KB Asset Management operates its dividend funds based on a shared investment philosophy, which includes high-dividend and undervaluation strategies, analysis of the potential for improvement in dividend payout ratios and capabilities, and selective investment in competitive companies suited for a low-growth era.

Another strength is its extensive lineup of high-dividend products, allowing investors to subscribe through a variety of accounts, including pension, retirement pension, youth, and general accounts.

Pension savings account holders can choose the 'KB Pension Value Dividend Fund,' while defined contribution (DC) and individual retirement pension (IRP) account holders can select the 'KB Retirement Pension Dividend Fund.' Those with long-term youth accounts may opt for the 'KB Sustainable Dividend Youth Income Deduction Fund,' and investors wishing to invest through general accounts can use the 'KB Active Dividend Fund.'

Beom Gwangjin, Head of Pension WM Division at KB Asset Management, stated, "Our research-based strategy, which comprehensively analyzes dividend sustainability and corporate shareholder return policies, is leading to excellent fund management performance," adding, "KB Asset Management's dividend funds are products that enable investors seeking stable returns to achieve consistent long-term results."

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