KB Asset Management, 'OnGukmin·Dynamic TDF' Attracts 300 Billion KRW Inflows Since Early This Year

KB Asset Management's target date fund (TDF) series, ‘KB OnGukmin·Dynamic TDF,’ continues to attract significant investor interest and capital inflows. It has absorbed more than 300 billion KRW in lump-sum investments just this year.

According to the Korea Financial Investment Association on the 21st, as of the 17th, KB Asset Management's total TDF assets under management reached approximately 1.5 trillion KRW. Along with this, the TDF market share rose by 0.9 percentage points from 12.5% at the end of last year to 13.4%. This is significant as it is the only one among the top five asset management companies in the TDF industry to have increased its market share since the beginning of the year.

This success is attributed to steady performance even in volatile market conditions. As of the 17th of this month, the year-to-date and one-year returns of ‘KB OnGukmin TDF 2055’ reached 19.67% and 25.14%, respectively.

KB Asset Management operates two TDF product series: ‘KB OnGukmin TDF’ for conservative investors seeking to maximize compound interest effects with low fees, and ‘KB Dynamic TDF’ for investors who want an active market response.

‘KB OnGukmin TDF’ is a passive fund with low fees and low volatility, offering high compound interest effects for long-term investments. It maintains solid performance even in volatile markets by holding a high proportion of growth stocks.

‘KB Dynamic TDF’ is an active fund that actively responds to market volatility by investing in various assets such as real estate and commodities to swiftly adapt to market conditions. During periods of a strong dollar, it lowers the proportion of currency hedging and implements an aggressive asset allocation strategy.

In August, KB Asset Management newly launched three TDFs: two tailored products for investors targeting retirement in 2060, ‘KB OnGukmin TDF 2060(H)/(UH),’ and ‘KB Dynamic TDF 2060.’ This lineup expansion broadens the range of pension product choices for investors.

Lee Seok-hee, Head of Pension WM Division at KB Asset Management, emphasized, “KB Asset Management has an optimized asset allocation fund management system based on its own research capabilities. By utilizing the OnGukmin and Dynamic TDFs, which feature industry-low fees and specialized management know-how, investors can achieve both stable long-term returns and capital gains.”

In addition to the ‘KB OnGukmin·Dynamic TDF’ series, KB Asset Management offers a diverse pension product lineup, including ‘KB Didim Dynamic Asset Allocation,’ ‘KB OnGukmin Lifetime Income TIF,’ and ‘KB Target Return OCIO,’ enabling investors to build retirement portfolios solely with its products.