At the 16th annual '2025 Asia Fund Awards', Shinhan Asset Management was selected as the Best Asset Manager in the Retirement Pension category.
Shinhan Asset Management has drawn attention for its outstanding performance among balanced funds (BF), as its Shinhan Big Cycle Asset Allocation Fund (Mixed Equity Type), launched at the end of 2023, was newly included in the default option after just four months.
Shinhan Asset Management's 'Shinhan Big Cycle Asset Allocation Fund,' launched at the end of 2023, is showing excellent performance.
원본보기 아이콘The company is also standing out in the area of the pre-designated management system (default option), which was introduced to improve retirement pension yields. According to fund evaluation firm KG Zeroin, the Shinhan Big Cycle Asset Allocation Fund recorded a one-year return of 24.92% as of the end of last year. This exceeded the average performance of the 28 balanced funds (BF) included in the default option by 10.06 percentage points (P). Among the funds newly included in the default option last year, it attracted the largest inflow, with 17.5 billion KRW, earning the favor of pension investors.
The Shinhan Big Cycle Asset Allocation Fund is a key choice for long-term investment, offering the lowest management fee (0.08%) and total fee (0.22%) among balanced fund (BF) products.
The Shinhan Big Cycle Asset Allocation Fund is recognized as a well-balanced asset allocation product suitable for pension asset investment, featuring a balanced strategy between US equities and domestic bonds. It seeks long-term capital gains by investing 60% in US stocks, which are expected to lead the global economy, while allocating 40% to domestic bonds for stable interest income. The core management strategy is to adjust asset proportions and rebalance as needed, taking into account changing financial market conditions. The combination of an excellent management strategy, low fees, and strong performance has led to its inclusion in the default option, providing valuable support to pension investors.
Index2025 Asia Fund Survey
- Mirae Asset Global Investments, 200 Trillion Won in Assets Under Management: A Global Market Leader
- Korea Investment Trust Management, Stable Returns as a Leading Public Fund House
- KB Asset Management Secures Both TDF Market Share and Fund Inflows
- Shinhan Asset Management: Perfect Pension Investment with US and Korean Market Balance
- Samsung Asset Management, the Leading ETF Operator with 38% Market Share
