｜Best Asset Management Company in the TDF Category

At the 16th annual ‘2025 Asia Fund Awards’ this year, KB Asset Management was selected as the best asset management company in the Target Date Fund (TDF) category.

KB Asset Management is a comprehensive asset management company boasting a solid business lineup based on collaboration with affiliates of KB Financial Group, the largest financial group in Korea. Its offerings include equities, bonds, ETFs, and alternative assets such as real estate and infrastructure.

With the full implementation of the retirement pension default option (pre-designated management system), interest in TDF products has been rising, and the inflow of funds into KB Asset Management's TDFs has been particularly notable. Last year alone, the company attracted nearly KRW 400 billion, bringing its total TDF assets under management to over KRW 1.6707 trillion.

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Among the top five asset management companies in the TDF industry, KB Asset Management was the only one to increase its market share as of last year. Its TDF market share rose from 12.5% at the end of 2023 to 13.4%, a 0.9 percentage point increase.

The one-year return for all vintages of the 'KB OnGukmin·Dynamic TDF' exceeded an average of 14%. The three-year return for 'OnGukmin TDF 2055', which has the highest equity allocation, was 42.82%, ranking highest among all TDF types. Based on three-year performance, three out of the top ten products are KB Asset Management's 'OnGukmin·Dynamic TDF'.

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KB Asset Management operates two types of TDF products tailored to clients' investment preferences: 'KB OnGukmin TDF' and 'KB Dynamic TDF'. 'KB OnGukmin TDF' is a passive fund with low fees and volatility, making it suitable for long-term investment with the potential for high compound returns. 'KB Dynamic TDF' is an active fund that responds proactively to market volatility by investing in a diverse range of assets, including real estate and commodities, to adapt quickly to changing market conditions.

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To broaden the range of choices for retirement investors, the company expanded its product lineup in August last year. It newly launched 'KB OnGukmin·Dynamic TDF 2060', a tailored product for investors targeting retirement in 2060. This is particularly noteworthy for young professionals at the beginning of their careers who wish to maximize investment effects through long-term investing, as the target date is more than 30 years away.

The total expense ratio is relatively low, ranging from 0.36% to 0.605% per year. Given that TDFs are commonly used as long-term investment products in retirement or personal pension accounts, a lower total expense ratio is advantageous.