Shinhan Asset Management's 'Maeum Pyeonhan' and 'Quick Response' Qualified TDFs Surpass 3 Trillion Won in Net Assets

Over 1 Trillion Won Growth Since the Beginning of the Year

Shinhan Asset Management announced on May 21 that the combined net assets of its 'Shinhan Maeum Pyeonhan Qualified TDF' and 'Shinhan Quick Response Qualified TDF' series have surpassed 3 trillion won.

The net assets of the Shinhan Qualified TDF series grew from 2.0662 trillion won at the end of last year to 3.0936 trillion won as of May 18. This marks an increase of over 1 trillion won since the beginning of the year, representing approximately 50% growth.

A Shinhan Asset Management official explained, "This growth is the result of an asset allocation strategy suitable for long-term pension management, a flexible product lineup that responds to market changes, and stable performance across major vintages." Shinhan Asset Management has been operating the 'Shinhan Maeum Pyeonhan Qualified TDF' since 2017 and further strengthened its TDF lineup last year by introducing the 'Shinhan Quick Response Qualified TDF,' offering options tailored to investors' retirement timelines and investment preferences.

The performance across major vintages has also been evaluated as outstanding. The 'Shinhan Quick Response Qualified TDF 2030 (UH)' recorded a 6-month return of 19.63%, ranking first within its vintage. The recent 1-year returns for the 'Shinhan Maeum Pyeonhan Qualified TDF' series were 34.64% for '2045' (average 30.18%), 37.61% for '2050' (average 33.05%), and 38.52% for '2055' (average 32.44%), all exceeding the average for the same vintages.

The Shinhan Maeum Pyeonhan Qualified TDF is based on a traditional glide path strategy that gradually reduces the proportion of risky assets as retirement approaches. It pursues stable asset allocation suitable for long-term pension investment and diversifies investments across high-quality assets such as domestic and international stocks and bonds.

The Shinhan Quick Response Qualified TDF applies a dynamic asset allocation strategy, actively adjusting allocations to stocks, bonds, regions, and sectors based on market conditions. In addition, the redemption payment cycle has been shortened to four business days to enhance investor convenience in responding to market changes. Both currency-hedged and unhedged options are available, and a diverse lineup of vintages ranging from 2030 to 2060 is offered.

Kim Kyungil, Head of the WM Pension Channel Division at Shinhan Asset Management, said, "The Shinhan TDF series provides pension solutions tailored to investors' retirement timing and investment preferences. We will continue to offer differentiated pension investment solutions in the retirement pension market, based on a lineup that includes various vintages and currency-hedged options."

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