Analysis of Successful Investment Strategies by Retirement Annuity Experts
According to a report by the Financial Supervisory Service, retirement annuity experts achieved an average annual return of 38.8% over the past year, which is nine times higher than the average yield of regular contributors. Their investment primarily focused on theme-based ETFs and performance-based products, with a significant weight on equity funds. Major areas of investment include theme-based products in shipbuilding, defense, and nuclear sectors, while ETFs related to U.S. big tech enjoyed considerable importance overseas.
Investors in their 40s achieved particularly remarkable returns, with an average one-year yield of 50.8%. This success is attributed to their balanced investment strategy in funds and bonds. Their three-year average yield was also 16.1%, 3.5 times the average for regular participants.
For participants with limited financial knowledge, emulating these experts' strategies by considering diversified options such as default options or target-date funds can be beneficial. It provides a path to achieve more stable long-term returns, and financial authorities are strongly recommending this approach to retirement annuity participants.
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