Korea Investment TDF Araseo ETF Focus Fund Exceeds KRW 1 Trillion
Korea Investment Management's Korea Investment TDF Araseo ETF Focus Fund series has recently surpassed KRW 1 trillion in net assets, marking a significant milestone. Compared to the previous year, the fund's net assets increased by KRW 4,500 billion, with more than KRW 2,000 billion growth in creation amounts, attracting considerable interest in the market. Its three-year return has surged from 46.09% to 72.68%, showcasing impressive performance in the domestic TDF market.
Notably, the fund maintains an average Sharpe ratio of 1.65, securing high risk-adjusted returns. It operates based on its proprietary Long-Term Capital Market Assumptions (LTCMA) model, targeting stability and high yields. The fund primarily invests in domestic bonds and U.S. growth stocks, with a strategic emphasis on expanding exposure to risk assets such as gold, enhancing diversification.
The success of this fund is attributed to its long-term asset allocation strategy and meticulous portfolio management. Furthermore, it has achieved performance improvements as a performance-dividend product, despite the inherent risk of principal loss.
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