Korea Investment TDF Alsa ETF Focus Fund Surpasses 100 Billion KRW in Net Assets

Korea Investment Trust Management announced on the 2nd that the net assets of the 'Korea Investment TDF Alseorae ETF Focus Fund' series, launched in October 2022, have surpassed 100 billion KRW.

According to Zeroin, as of the 2nd, the net assets of the Korea Investment TDF Alseorae ETF Focus Fund series reached 101 billion KRW, an increase of about 34 billion KRW since the beginning of the year. Additionally, it ranked first in one-year returns in four vintages: 2035, 2040, 2045, and 2060. The one-year return of the 2060 vintage was 20.61%, ranking first among domestic TDF products. This exceeds the average TDF return of 12.79%. The Sharpe ratio, an indicator of return relative to investment risk, ranked first in all vintages over the past year, demonstrating excellent performance relative to risk.

TDF (Target Date Fund) is a lifecycle fund that automatically adjusts its portfolio according to the target date (vintage) to ensure stable performance for investors until retirement. Korea Investment Trust Management offers a total of eight vintage TDF products, including the recently introduced 2080 vintage, as well as 2030, 2035, 2040, 2045, 2050, 2055, and 2060. Among these, the 2060 and 2080 vintages are exclusively managed by Korea Investment Trust Management among domestic asset management companies.

The Korea Investment TDF Alseorae Gold 2080 Fund, launched earlier last month, is the first ultra-long-term TDF product in Korea. It sets the initial allocation to risky assets at 99% to increase expected returns and includes 'gold,' which has a low correlation with stocks, to improve the fund's risk-adjusted returns. Compared to most domestic TDF products that set risky asset allocations below 80%, this fund has a relatively high allocation to risky assets. Therefore, it is suitable for investors with an aggressive investment style or those considering global asset allocation stock investments.

Heewoon Park, Executive Director of the Solutions Division at Korea Investment Trust Management, explained, "The Korea Investment TDF Alseorae ETF Focus Fund series focused on currency-exposed investment in U.S. growth stock ETFs and included domestic bonds, managing asset classes with low correlations to respond stably to market volatility." He added, "Based on the Long-Term Capital Market Assumptions (LTCMA) and research developed in-house, we achieved high returns through effective asset allocation and strict risk management. This is thanks to the unique differentiation and management strategy of the Korea Investment TDF Alseorae ETF Focus Fund."

As a performance dividend-type product, past returns do not guarantee future returns, and principal loss may occur depending on management results.