Samsung TDF Series Attracts 56.1 Billion KRW in One Month

Recently, demand for performance-based products in the retirement pension market has been steadily increasing. This trend is driven by the growing perception that it is difficult to secure satisfactory retirement funds with only principal-guaranteed products.

On July 3, Samsung Asset Management announced that its performance-based product, the Target Date Fund (TDF) series, attracted 56.1 billion KRW (total across 28 products) in inflows during the month of June, ranking first among all domestic asset management companies' TDFs in terms of capital inflow.

A TDF is a global asset allocation fund that automatically adjusts its portfolio according to the investor's life cycle, targeting the investor's retirement date as the goal. Depending on the retirement date, TDFs are divided into various products in five-year increments from 2020 to 2060. As investors increasingly seek both stability and profitability, interest in TDFs, which are representative long-term retirement planning products, is growing.

The reason for the influx of funds into the Samsung TDF series is attributed to its high returns. The Samsung Korea-Style TDF (H) series has maintained top-tier returns across all vintages since the beginning of the year.

Among the eight vintages from 2020 to 2060, based on retirement date, the 2035 and 2055 vintages ranked second in returns, while the other six achieved the highest returns since the start of the year. Even in a highly volatile market environment, the series has consistently delivered stable and competitive performance, thanks to its consistent investment philosophy and expertise.

Samsung Asset Management currently offers the industry's largest lineup with 28 different TDFs. For customers who want their portfolios managed according to their age, not only in terms of asset allocation but also investment style, the company provides the actively managed 'Samsung Korea-Style TDF.' For those seeking to respond quickly to market changes at a lower cost, it offers the low-cost ETF-based 'Samsung ETF-eul Dameun TDF.' This lineup is optimized to meet the differentiated needs of customers.

Shin Jaekwang, Executive Director of the Multi-Asset Management Division at Samsung Asset Management, stated, "The Samsung TDF series, which has emerged as a convenient alternative for pension investment, is the optimal solution for investors seeking stable and successful retirement funding." He added, "We will continue to develop a variety of TDF products to support customers' financial stability after retirement through TDFs, the representative retirement preparation product."