Korea Investment MySuper Auto-Growth Fund Surpasses 50 Billion KRW in Assets Under Management

Korea Investment Management announced on September 16 that the total assets under management for the "Korea Investment MySuper Auto-Growth Fund" have surpassed 50 billion KRW.

According to the fund evaluation firm FnGuide, as of the previous trading day's closing price, the fund's assets under management stood at 50.9 billion KRW, marking an increase of 26 billion KRW compared to the beginning of the year. The Korea Investment MySuper Auto-Growth Fund (O Class, Default Option) saw an inflow of 12.1 billion KRW since the start of the year, which was the largest increase among all classes.

The steady inflow of funds into this product is attributed to its consistently high returns. As of the closing price on the 15th, the Korea Investment MySuper Auto-Growth Fund (O Class, Default Option) posted a one-year return of 29.91%. This was the highest performance among all balanced funds (BF) included in default options. The six-month return was recorded at 15.73%.

The fund is 100% allocated to the default option "Korea Investment Securities Default Option Aggressive Investment Type BF1," which ranked first in one-year returns. According to the "Key Status Disclosure of Pre-Designated Management Methods (Default Options) for Q2 2025" announced by the Ministry of Employment and Labor on August 18, this default option achieved the highest return (17.40%) among all 310 default options currently available for sale.

Among neutral investment type default options, the performance of the Korea Investment MySuper Auto Fund Series also stands out. The "Korea Investment Securities Default Option Neutral Investment Portfolio 2" recorded a one-year return of 11.66%, ranking second among all default options and first among neutral investment type default options. This default option consists of 30% Korea Investment MySuper Auto-Growth Fund (O Class, Mixed-Asset) and 70% Korea Investment MySuper Auto-Stable Fund (O Class, Bond-Mixed).

The Korea Investment MySuper Auto Fund Series is the first domestic asset allocation strategy product to benchmark Australia's advanced pension default option, "MySuper." The fund diversifies investments across a wide range of global asset classes, including Australian equities (which are highly correlated with the consumer price index), US inflation-linked bonds and alternative assets, US large-cap growth stocks, and domestic bonds. It aims to generate excess returns linked to the Consumer Price Index (CPI). Currently, depending on the target return, the MySuper Auto Fund Series includes the Korea Investment MySuper Stable Fund and the Korea Investment MySuper Growth Fund.

Kang Seongsu, Executive Director in charge of solutions at Korea Investment Management, stated, "This fund series is designed to deliver stable excess returns over consumer price inflation by including not only stocks and bonds but also assets related to inflation, such as commodities, real estate, and inflation-linked bonds."

He added, "Securing returns higher than the inflation rate is essential to maintain real purchasing power after retirement. We will continue our efforts to achieve long-term excess returns for KRW investors based on our proprietary Long-Term Capital Market Assumptions (LTCMA)."

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