Korea Investment Management's 'MySuper Auto-Growth' Ranks First in Returns Among Overseas Asset Allocation Public Funds

Korea Investment Management announced on April 16 that its asset allocation fund, the 'Korea Investment MySuper Auto-Growth Fund,' ranked first in returns over both the past two years and three years among publicly offered overseas hybrid asset allocation funds established in Korea.

According to the fund evaluation firm FnGuide, as of the closing price on April 15, the recent two-year and three-year returns of the Korea Investment MySuper Auto-Growth Fund (Hybrid-Fund of Funds type, O Class) were 64.49% and 103.79%, respectively. This is the highest performance among 18 overseas asset allocation public funds with more than KRW 10 billion in assets under management.

On the back of stable performance, the fund's assets under management grew rapidly during the same period. The total assets of the fund series reached KRW 254.9 billion, with approximately KRW 76 billion of net inflows since the beginning of the year. Total net assets also surpassed KRW 430 billion. A representative from Korea Investment Management explained, "The scale has expanded mainly through default options and retirement pension accounts. The total assets under management of the default option (O Class) within the Korea Investment MySuper Auto Fund series amounted to KRW 133.1 billion, representing an increase of more than KRW 37 billion since the start of the year and marking the largest growth among the series. The total for the retirement pension online exclusive class (C-Re Class) also approached KRW 80 billion, driving the overall growth of the fund series."

In particular, the 'Korea Investment & Securities Default Option Aggressive Investment Type BF1,' which includes this fund, ranked first among all default options with a one-year return of 26.62%, based on the 'Fourth Quarter 2025 Preliminary Designated Investment Method (Default Option) Main Status Disclosure' announced by the Ministry of Employment and Labor in January.

The Korea Investment MySuper Auto Fund series is a publicly offered asset allocation fund benchmarked after Australia's 'MySuper' pension system. It aims to deliver returns above the Consumer Price Index (CPI) and allows investors to choose between stable and growth types according to their investment preferences.

Kang Sungsoo, Head of Solutions at Korea Investment Management, stated, "This fund is structured to secure various levels of real purchasing power for investors by investing not only in global stocks and bonds but also in assets with a high correlation to inflation, depending on investor preferences. As a competitive asset allocation product suitable for retirement investors, we will further strengthen our competitiveness and continue to deliver stable performance going forward."

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