KB Asset Management's KB Active Dividend Fund Emerges as a Leading Dividend Investment Product

Recently, investor interest in dividend investing has been growing due to improvements in the institutional environment, such as the introduction of separate taxation for dividend income. As a result, there is an increasing likelihood that capital flows will shift away from the market’s traditional leading stocks toward dividend stocks that offer stable cash flows and shareholder return policies.

On January 19, KB Asset Management announced that its ‘KB Active Dividend Fund’ is gaining attention as a leading product for dividend investment, backed by its outstanding performance.

According to the fund evaluation firm FnGuide, as of January 16, the KB Active Dividend Fund recorded a one-year return of 109.22%. This figure surpasses the 92.15% return of its benchmark, the KOSPI index, over the same period. Among 60 domestic equity active dividend funds, it ranks first.

The fund has also delivered strong mid- to long-term results, with a three-year return exceeding 132%. Since its inception in August 2010, the fund has achieved an average annual return of approximately 28%, more than double the market average return of about 11% during the same period.

The KB Active Dividend Fund employs a strategy of selective investment in core high-dividend blue-chip stocks, allowing investors to directly benefit from changes in the market. Rather than limiting itself to companies with high dividend yields or payout ratios, the fund focuses on companies where dividends can continue to grow based on earnings growth.

In line with market trends, the fund selectively includes key stocks from leading domestic industries such as semiconductors, automobiles, and shipbuilding. Through this approach, it seeks to achieve both dividend income and capital gains.

Beom Gwangjin, Head of Pension WM Division at KB Asset Management, stated, “As institutional and environmental conditions for dividend investing continue to improve, the ‘KB Active Dividend Fund’ is demonstrating its competitiveness through proven results. Going forward, we will continue to provide differentiated investment alternatives to investors through active strategies that pursue both dividend income and capital gains.”