Korea Investment Management's Korea Investment Didim CPI+ Fund Ranks First in Returns Since Inception

Korea Investment Management announced on June 2 that the Korea Investment Didim CPI+ Fund, launched in September last year, has achieved the highest return among all Didim funds in Korea.

According to financial information provider FnGuide, as of the closing price on May 30, the cumulative return of the Korea Investment Didim CPI+ Fund (C-Re class) since its inception was 9.36%, the highest among all Didim funds established in Korea.

This figure surpasses the average return of all Didim funds during the same period, which stood at 3.72%. The Korea Investment Didim CPI+ Fund also ranked second and third, with the C-Pe class and A-e class posting cumulative returns of 9.35% and 9.31%, respectively. The six-month returns for the C-Re, C-Pe, and A-e classes were 4.33%, 4.32%, and 4.30%, respectively.

The strong performance of the Korea Investment Didim CPI+ Fund is attributed to its portfolio, which includes traditional assets such as Australian equities and US inflation-linked bonds, as well as alternative assets like gold, commodities, real estate, and infrastructure?all of which are closely linked to consumer price inflation. At launch, the fund set a target of outperforming the consumer price index (CPI) growth rate by 4.5 percentage points. Considering Korea's average annual CPI growth rate of 2.5% from 2001 to the first quarter of this year, the fund effectively aims for an annual return of 7%.

This is a representative balanced fund (BF) designed to pursue stable returns with a medium-risk, medium-return structure focused on inflation protection. It employs an asset allocation strategy optimized for long-term retirement investing, diversifying across a range of assets with varying risk profiles. The fund can be used both during the accumulation and withdrawal phases of retirement, which is a key advantage. While targeting returns above the inflation rate, it maintains low investment risk, allowing for 100% investment within retirement pension accounts.

Kang Seongsu, Managing Director and Head of Solutions at Korea Investment Management, stated, "For retirement pension investing, it is crucial to secure real purchasing power by protecting against the decline in currency value caused by inflation, so achieving returns above the inflation rate is key." He added, "To pursue real returns after retirement, we set the fund's management goal to outperform the CPI," and recommended, "For stable retirement asset management, investors should consider utilizing a variety of asset allocation funds."

The fund is a performance-based product, and past returns do not guarantee future results. Principal loss may occur depending on investment performance.