[2025 Capital Investment Awards] KB Asset Management, a Strong Player in the TDF Market

Best Fund: KB OnGukmin and Dynamic TDF

KB Asset Management received the Best Fund Award at the '2025 Asia Capital Investment Awards' in recognition of its outstanding Target Date Fund (TDF) performance.

KB Asset Management receives the Asia Business Daily Representative Award in the Best Fund category at the '2025 Asia Capital Investment Awards' held at Lotte Hotel in Jung-gu, Seoul on December 4, 2025. Photo by Kang Jinhyung

KB Asset Management is a comprehensive asset management company with a robust business lineup, including equities, bonds, exchange-traded funds (ETFs), and alternative assets such as real estate and infrastructure, based on collaboration with affiliates of KB Financial Group, the largest financial group in Korea.

With the implementation of the default option (pre-designated investment system) for retirement pensions, interest in TDF products has been growing. In the TDF market, KB Asset Management has been rapidly increasing its market share. This year alone, more than 400 billion won in funds have flowed in, bringing KB Asset Management’s total TDF assets under management to over 2 trillion won. Its current TDF market share stands at 13.6%.

This achievement is the result of consistently strong performance regardless of market conditions. The three-year average return for all vintages of the 'KB OnGukmin·Dynamic TDF' exceeded 47%.

KB OnGukmin TDF 2055, which has a high equity allocation, recorded a three-year return of 71.1%. KB Dynamic TDF maintained a one-year return of 15% across all vintages, including 2030, 2040, 2050, and 2060.

As a passive fund, KB OnGukmin TDF offers low fees and reduced volatility, allowing for a high compounding effect over the long term. KB Dynamic TDF is an active fund that responds proactively to market volatility by investing in a variety of assets, including real estate and commodities, to quickly adapt to changing conditions.

KB Asset Management offers a diverse lineup of pension products, including the 'KB Target Return OCIO Series' and the 'KB Didim Dynamic Asset Allocation Fund,' in addition to the KB OnGukmin·Dynamic TDF, enabling investors to build a retirement pension portfolio using only KB Asset Management’s products.

The KB Retirement Pension Dividend 40 Fund is a mixed bond fund with an equity allocation of up to 40%. Launched in 2006, it has been managed for 19 years and is one of the longest-running retirement pension funds in Korea. With net assets of 1.1 trillion won, it is the largest among domestic retirement pension funds. Since inception, it has delivered a return of 266.98%, outperforming the KOSPI’s 142.38% rise over the same period.