Korea Investment MySuper Alaseo Fund Series Sees 30 Billion KRW Increase in Assets Under Management Since Start of Year

Korea Investment Management announced on June 16 that the total assets under management of the Korea Investment MySuper Alaseo Fund series have increased by more than 30 billion KRW since the beginning of the year.

The Korea Investment MySuper Alaseo Fund series is an asset allocation strategy product that benchmarks MySuper, the default option of Australia, a leading country in pension systems. This fund incorporates a wide range of global assets, including Australian equities closely linked to consumer price inflation, US inflation-linked government bonds and alternative assets, US large-cap growth stocks, and domestic bonds. It aims to generate excess returns in line with the Consumer Price Index (CPI).

According to fund evaluation company FN Guide, as of June 13, the assets under management of the Korea Investment MySuper Alaseo Fund series stood at 94 billion KRW, an increase of 30.6 billion KRW compared to the beginning of the year.

Since the start of the year, approximately 7.8 billion KRW has flowed into the Korea Investment MySuper Alaseo Growth Fund, and about 9.9 billion KRW into the Korea Investment MySuper Alaseo Stable Fund. Both types recorded the largest increases among all default option classes. Since January this year, new distributors such as Shinhan Bank, Woori Bank, NongHyup Bank, and Shinhan Investment Corp. have been added.

The steady inflow of funds into these products is attributed to their consistently high returns. The Korea Investment MySuper Alaseo Growth Fund (C-Re class) recorded a one-year return of 19.13%, the highest among all balanced funds (BF) established in Korea. Its six-month return was 3.97%.

The Korea Investment MySuper Alaseo Growth Fund is currently 100% allocated to the 'Korea Investment Securities Default Option Aggressive Investment Type BF1'. According to the 'Key Status Disclosure of Pre-Designated Management Methods (Default Options) for the First Quarter of 2025' announced by the Ministry of Employment and Labor on May 9, this default option ranked first in one-year returns (22.72%) among a total of 315 default options.

Kang Seongsu, Executive Director in charge of solutions at Korea Investment Management, stated, "It is important to achieve returns higher than the inflation rate in order to secure real purchasing power after retirement," adding, "This fund series includes assets related to inflation, which helps reduce volatility and allows for more stable returns."

He further added, "Based on our proprietary Long-Term Capital Market Assumptions (LTCMA) developed for KRW investors, we will continue striving to achieve long-term excess returns in the future."

This fund is a performance-based product, and past returns do not guarantee future returns. There is a risk of principal loss depending on management results.