Korea Investment MySuper Automatic Fund Series Surpasses 100 Billion KRW in Assets Under Management

Korea Investment Management announced on July 25 that the total assets under management for the Korea Investment MySuper Automatic Fund series have surpassed 100 billion KRW.

According to FnGuide, a fund evaluation agency, as of the closing price on July 24, the total assets under management for the Korea Investment MySuper Automatic Fund series reached 100.5 billion KRW, marking an increase of 37.1 billion KRW since the beginning of the year. Among them, the Korea Investment MySuper Automatic Stable Fund (O Class) recorded 42.7 billion KRW in assets under management, with an inflow of 11.2 billion KRW since the start of the year, representing the highest capital inflow among the Korea Investment MySuper Automatic Fund series.

The continued inflow of funds into this series is attributed to its strong performance. The Korea Investment MySuper Automatic Growth Fund (C-Re Class) posted a one-year return of 19.85%, ranking first among all balanced funds (BF) in the retirement pension online class established in Korea. The six-month return was 5.84%, demonstrating a stable performance trend.

In particular, the Korea Investment MySuper Automatic Growth Fund is currently included with a 100% allocation in the 'Korea Investment Securities Default Option Aggressive Investment Type BF1.' According to the 'Key Status Disclosure of Pre-designated Management Methods (Default Option) for Q1 2025' announced by the Ministry of Employment and Labor, this default option recorded a one-year return of 22.72%, ranking first among all 315 options.

The Korea Investment MySuper Automatic Fund series is the first asset allocation product in Korea to benchmark Australia's advanced pension default option, 'MySuper.' The fund seeks excess returns linked to the Consumer Price Index (CPI), and is designed to secure real purchasing power after retirement by including a diverse range of global assets such as Australian equities, US Treasury Inflation-Protected Securities (TIPS), alternative assets, US large-cap growth stocks, and Korean bonds, all of which have a high correlation with consumer price inflation.

Based on the same management strategy as the Korea Investment MySuper Automatic Fund series, the Korea Investment Didim Fund CPI+ Fund has also maintained a stable trend, recording a return of 12.34% (C-Re Class basis) since its launch in September last year.

Oh Wonseok, Executive Director in charge of pensions at Korea Investment Management, stated, "This fund series is designed to reduce risk by including assets linked to inflation and to pursue long-term returns, making it a suitable investment alternative for pension investors." He added, "If your goal is to secure real purchasing power and maintain low investment volatility, I recommend actively utilizing asset allocation funds in your investment portfolio."