Samsung Asset Management Launches "Samsung Korea EMP Qualified TDF 2060"

Samsung Asset Management launched the “Samsung Korea EMP Qualified TDF 2060” (hereafter, Samsung Korea TDF) on May 20, 2026, the first domestic Target Date Fund (TDF) to focus exclusively on Korean equities and bonds, targeting pension investors with a strong preference for the Korean market.

Samsung Korea TDF is the industry’s first TDF specialized in Korean investments. Noting the structural growth potential of the Korean market, the fund seeks returns during the period when the undervaluation of Korean equities is being resolved, using domestic core sector and leading theme ETFs for its equity holdings. For bonds, the fund is designed to generate optimal cash flows for the lifecycle of Korean investors by allocating assets linked to Korean inflation and interest rates.

This fund holds strategic value in that it can optimize retirement pension portfolios by leveraging its “Qualified TDF” status. Under current retirement pension regulations, the cap for investments in risky assets is set at 70%, but products approved as Qualified TDFs can also be included in the remaining 30% of safe assets. For example, if 70% of a retirement pension account is allocated to typical equity investments, and the remaining 30% is invested in the Samsung Korea TDF 2060 (with a domestic equity allocation of about 80%), the overall equity exposure of the account can be increased.

Thanks to its exclusive investment in domestic assets, pension investors can benefit from tangible cost savings. Unlike global TDFs, there are no currency hedging costs, and investors are shielded from exchange rate risk at the time they receive their pension benefits in the future.

The fund’s management approach is also differentiated by employing a quantitative (model-based) systematic asset allocation strategy that actively utilizes not only index-based ETFs but also promising sector and theme ETFs. Rather than merely tracking market returns, the strategy aims for additional gains by swiftly responding to shifts in the domestic industrial landscape.

Jeon Yong-woo, Head of the Pension OCIO Division at Samsung Asset Management, said, “We have prepared a new pension solution tailored to the Korean market in response to the growing interest in pension accounts and domestic equity investing. We hope this product will serve as a solid foundation for customers’ comfortable retirement planning, allowing them to share in long-term performance as domestic companies become more competitive, all without currency risk.”

Samsung Korea TDF is currently available through Samsung Securities, with sales expanding to Hana Securities later this month. Samsung Asset Management plans to continue broadening its distribution channels to major securities firms and banks to enhance accessibility and convenience for investors.

Samsung Asset Management, which manages approximately 5 trillion won in total net assets across its TDF series, now offers the most diversified TDF lineup in the industry with the launch of this new TDF, alongside its “Global Active Qualified TDF,” “Global EMP Qualified TDF,” and “KODEX TDF Active Qualified ETF” series.

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