Hanwha Asset Management Recommends Three Global Asset Pension Funds Including ‘HanwhaLifePlusTDF’

[Asia Economy Reporter Minji Lee] Hanwha Asset Management on the 6th recommended three funds investing in global assets as suitable funds to include in year-end pension accounts this year: △Hanwha LifePlus TDF △Hanwha Global Multi-Income Fund △Hanwha Global Healthcare Fund.

The 'Hanwha LifePlus TDF' series reflects the investment management expertise of US-based JP Morgan, which has over 15 years of long-term TDF management experience. Considering the characteristics of the Korean market, it implements currency exposure for overseas equity assets and currency hedging for overseas bonds, maximizing returns through effective currency risk management.

This series ranks within the top 5-30% in returns across all vintages (retirement points) and demonstrates top-tier performance among TDFs established domestically. In particular, the 'Hanwha LIFEPLUS TDF 2045' recorded a 14.2% return since the beginning of the year and a 46.82% return since inception.

The 'Hanwha Global Multi-Income Fund' is also a fund creating synergy through collaboration with JP Morgan. It is a fund of funds investing in JP Morgan's 'Global Income Fund,' aiming to achieve steady income returns by investing in various income assets worldwide. This fund includes income assets from diverse markets such as the US, Europe, emerging markets, Canada, Japan, and Asia, creating investment opportunities and diversifying across more than 3,000 securities. Established in March 2013, it has been managed for nearly 10 years and has consistently generated income (dividends and interest) at levels of 3.5-5.3% annually over the past decade.

The 'Hanwha Global Healthcare Fund' is a fund that diversifies investments in the global healthcare sector and has achieved a 307.90% return since its inception in 2006. It is entrusted to SECTORAL ASSET MANAGEMENT, a healthcare-specialized asset manager that manages only healthcare stocks.

Due to global population aging, the healthcare industry's growth trend continues, and healthcare demand remains relatively stable even during economic downturns. The healthcare sector, characterized by low volatility, belongs to the defensive sectors, yet its 10-year cumulative return is 200%, showing profitability comparable to cyclical stocks.

Jongyuk Kim, a fund manager at Hanwha Asset Management, said, "The Hanwha Global Multi-Income Fund and Hanwha Global Healthcare Fund mainly invest in global market assets in pension investments, which are mostly long-term, reducing volatility in long-term performance while also expecting returns. They have proven low volatility over more than 10 years and are funds expected to perform well in the future through industry growth and dividend growth."

Jaeeil Byun, a fund manager at Hanwha Asset Management, said, "Hanwha LIFEPLUS TDF is showing top-tier performance among TDFs established domestically through asset allocation capabilities and currency strategies considering the characteristics of the Korean market. With advice from JP Morgan, it diversifies investments across global asset classes and implements a strategy to control large losses and pursue stable returns."