Korea Investment Management's 'TDF ETF Focus Fund' Series Exhibits Remarkable Growth
Korea Investment Management's 'Korea Investment TDF ETF Focus Fund' series has demonstrated significant growth, surpassing a benchmark of 200 billion KRW in assets. This represents an approximate 3.8-fold increase compared to previous levels, with assets rising by approximately 151 billion KRW since the end of 2023. The fund features a composition that includes domestic bonds and gold ETFs with low correlations to global stocks, aiming for high risk-adjusted returns. Notably, it has achieved a six-month yield up to 14.37% and a one-year yield up to 32.36%, ranking among the highest in Korea's TDF market.
The fund's robust performance can be attributed to its strategy of automated asset allocation and low-cost diversification via ETFs. It employs a rule-based rebalancing strategy, managing eight vintages that have each achieved first place in terms of Sharpe ratios. With an average Sharpe ratio of 2.81, it is regarded as one of the best options for retirement investors within the domestic TDF sector.
This series provides a diverse array of vintages ranging from 2030 to 2080, offering more tailored investment opportunities for investors. By increasing the initial allocation to risky assets, it aims to maximize long-term expected returns, making it suitable for those favoring aggressive investment strategies. Thus, Korea Investment Management's 'TDF ETF Focus Fund' series is emerging as a sought-after financial product.
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뉴스핌2024 12月 06
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