Kiwoom Asset Management's Innovative Lifecycle Dividend Switchover ETF Series
Kiwoom Asset Management has attracted attention with the launch of its lifecycle dividend switchover ETFs. The newly listed 'KIWOOM US S&P500 & Dividend Dow Jones Switchover ETF' and 'KIWOOM US S&P500 TOP10 & Dividend Dow Switchover ETF' employ a unique structure that automatically transitions from growth assets to dividend assets based on investors' lifecycle stages, a first in Korea. These ETFs are designed with a retirement target year of 2040, initially focusing on growth stocks and gradually increasing the proportion of dividend stocks as retirement approaches, providing stable cash flows at the end of each month.
The ETFs minimize tax burdens while automatically adjusting asset allocations, supporting efficient asset management post-retirement. This structure overcomes certain limitations of traditional Target Date Funds (TDFs), offering attractive tax benefits. Kiwoom plans to extend this offering with various target series, providing more options for investors. These developments reflect a strategic move towards offering more effective and flexible financial products for retirement planning.
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