Samsung Asset TDF Records Highest Fund Inflow in October

Samsung Asset Management announced on the 6th that during the month of October, the Samsung TDF series saw an increase of 50.1 billion KRW in assets under management, marking the highest inflow among asset management companies' TDF series. This accounts for 27% of the total inflow of 185 billion KRW in October. The total assets under management for Samsung Asset Management's entire TDF series amount to 1.9498 trillion KRW.

TDF (Target Date Fund) is a global asset allocation fund that automatically adjusts the portfolio according to the investor's life cycle, targeting the investor's retirement date as the goal.

The recent influx of funds into Samsung Asset Management's TDF series is analyzed to be due to the company having established the largest lineup in the industry while recording high performance in long-term returns.

Samsung Asset Management holds the largest number of products in the industry with 22 offerings, including public products such as ‘Samsung Korean-style TDF’ and ‘Samsung TDF containing ETFs,’ as well as ETF-type products like the KODEX TDF series.

For clients who want portfolio management tailored to their age, including asset allocation and investment style, Samsung Korean-style TDF, which focuses on active funds, is offered. For clients who want to respond quickly to market changes at low cost, Samsung TDF containing ETFs, which utilizes low-cost ETFs, has been launched. KODEX TDF ETFs are also provided for clients who want to check their portfolio in real time and respond directly.

Samsung Korean-style TDF2050 (UH) recorded a 3-year return of 23.46%, ranking first among TDFs of the same vintage, and the KODEX TDF Active series (2050/2040/2030) has achieved top performance in returns (38.3%/32.9%/26.3%) since its launch in 2022.

This has been possible because Samsung Asset Management consistently maintains its TDF management philosophy and standards through the Global Portfolio Investment Committee, which decides and manages key matters related to the TDF strategy.

KODEX TDF2050 Active recorded the highest growth among all TDF products, with assets under management increasing by 13.2 billion KRW in October alone.

Shin Jaegwang, Executive Director of the Multi-Asset Management Division at Samsung Asset Management, said, "Samsung Asset Management operates with the industry's largest TDF lineup to allow investment according to customers' diverse preferences," and added, "We plan to continue company-wide efforts to support customers' financial stability after retirement through TDF, the representative retirement preparation product."