[2026 Asia Fund Awards] "Korea Investment Stepping-Stone CPI+ Fund" Defends Against Inflation While Outperforming Price Increases

Best Asset Management Company in the Stepping-Stone Fund Category

At the 2026 Asia Fund Awards, Korea Investment Trust Management was selected as the Best Asset Management Company in the Stepping-Stone Fund category.

Korea Investment Trust Management's "Korea Investment Stepping-Stone CPI+ Fund" is a balanced fund (BF) with a medium-risk, medium-return structure focused on hedging inflation, aiming to deliver stable returns. Its core strategy is to diversify investments across a wide range of assets with different risk profiles by using an asset allocation strategy optimized for long-term pension investment. The portfolio includes traditional assets such as Australian equities and U.S. Treasury Inflation-Protected Securities (TIPS), as well as alternative assets such as gold, commodities, real estate, and infrastructure, all of which have a high correlation with the consumer price index. A key advantage is that it can be used both during the accumulation and decumulation phases of retirement assets. While targeting returns in excess of the inflation rate, it is structured to lower investment risk so that up to 100% of assets in a retirement pension account can be invested in the fund.

The fund has 7.2 billion won in assets under management, with more than 85% of total inflows coming into the Retirement Pension Online Class (C-Re) and the Individual Pension Online Class (C-Pe), reflecting steady interest from individual investors.

According to FnGuide, since its inception the fund has delivered returns in the range of 19.02% to 29.42%, placing it in the top tier among a total of 22 Stepping-Stone Funds and allowing it to maintain strong performance.