KB Asset Management's "OnGukmin·Dynamic TDF" Net Assets Surpass 4 Trillion Won

KB Asset Management announced on May 19 that the net assets of its flagship target date fund (TDF) product, the "OnGukmin·Dynamic TDF Series," have surpassed 4 trillion won.

As of May 18, the total net assets of KB Asset Management's TDF series amounted to approximately 4.1 trillion won. With increased inflows of pension funds, the company has attracted an additional 800 billion won so far this year alone. Thanks to this rapid growth, KB Asset Management's share of the domestic TDF market has risen to 13.5%, and its industry ranking has climbed from third to second place.

Currently, KB Asset Management operates two lineups tailored to investor preferences: "OnGukmin" and "Dynamic." The "KB OnGukmin TDF Series" is designed to offer low fees and stable management based on thorough ultra-diversified asset allocation. The "KB Dynamic TDF Series" features an active strategy that pursues excess returns by proactively adjusting assets in response to market conditions.

The company is also making notable efforts to expand its lineup to meet diverse investor needs. Recently, to accommodate demand for currency-hedged investments, it launched the "KB OnGukmin TDF 2030·2035·2040·2045 UH." In addition, reflecting the long-term investment needs of young professionals, it has introduced the "KB OnGukmin TDF 2070," which sets a more distant retirement target, thereby continually diversifying its product offerings.

Outstanding returns have supported this rapid growth. Over the past five years, the "KB OnGukmin TDF 2055" achieved a return of 116.21%, ranking first among 106 comparable products during the same period. In terms of short-term performance, it has also maintained a solid trend, posting returns of 16.99% over three months, 22.41% over six months, and 43.73% over one year.

Beom Gwangjin, Head of Pension WM Division at KB Asset Management, stated, "The KB TDF Series is structured to optimize long-term investment, based on industry-leading low fees and a diverse range of products. In particular, utilizing tax-advantaged accounts such as individual retirement pensions (IRP) and pension savings accounts can maximize both tax benefits and the effects of compound interest, making it an effective investment tool for long-term asset building."

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