Hantoo Asset Management's Korea Investment TDF Alseorae ETF Focus Fund Surpasses 150 Billion KRW in Assets Under Management

Korea Investment Trust Management announced on the 11th that the Korea Investment TDF Alseora ETF Focus Fund series has surpassed 150 billion KRW in assets under management.

According to FnGuide, as of the closing price on the 10th, the assets under management of the Korea Investment TDF Alseora ETF Focus Fund (including TIF) series reached 150.6 billion KRW, an increase of more than 91.5 billion KRW compared to the end of last year.

This fund series recorded the highest year-to-date returns among all eight vintages currently managed. The year-to-date return of Korea Investment TDF Alseora ETF Focus 2060 (Mixed - Fund of Funds) (C-F) is 14.03%, ranking first among domestic lifecycle funds (TDFs). This exceeds the average TDF return of 7.91%. The 6-month returns of the Korea Investment TDF Alseora ETF Focus Fund series range from 5.48% to 6.76%, and the 1-year returns range from 14.74% to 19.27%.

The Korea Investment TDF Alseora ETF Focus Fund series is a currency-exposed product that expands its allocation to U.S. growth stocks for concentrated investment. This year, U.S. growth stock ETFs have relatively outperformed in the global market, and the KRW-USD exchange rate has strengthened compared to the beginning of the year, which is interpreted as benefiting the fund. Additionally, by including domestic bonds and gold ETFs, which have low correlation with global stocks, the fund secured a high risk-adjusted return. The portfolio stability was enhanced through low-cost ETF diversification and rule-based rebalancing, which is considered a key factor in its success.

TDFs are funds that automatically adjust asset allocation to achieve stable performance until the investor’s target date (vintage), usually retirement. Initially, they maintain a high proportion of risky assets such as stocks, but as the target date approaches, the portfolio shifts to increase the proportion of safe assets. Korea Investment Trust Management offers a total of eight vintage TDF product lineups.

Oh Won-seok, Executive Director in charge of pensions at Korea Investment Trust Management, explained, "The recent increase in assets under management of the Korea Investment TDF Alseora ETF Focus Fund series is due to consistently maintaining excellent performance."

The Korea Investment TDF Alseora ETF Focus Fund series is available for subscription through a total of 17 distributors, including Korea Investment & Securities, Kookmin Bank, Shinhan Bank, and KB Securities. This product is performance-based, and past returns do not guarantee future returns; principal loss may occur depending on management results.