Korea Investment TDF Take-Care ETF Focus Fund Achieves Top Performance for Two Consecutive Years
Korea Investment TDF Take-Care ETF Focus Fund Achieves Top Performance for Two Consecutive Years
The 'Korea Investment TDF Take-Care ETF Focus Fund' series by Korea Investment Management is gaining a strong reputation. Launched in 2022, this fund series has secured the top spot in both returns and Sharpe ratio among domestic Target Date Funds (TDFs) over the past two years. Notably, the fund achieved a one-year return as high as 28.37% and demonstrated a Sharpe ratio of 2.75, indicating impressive risk-adjusted returns. A key factor in the fund's success is its portfolio tailored for Korean won investors and a cross-matching strategy. This approach has led to a steady inflow of capital, boosting the total investment by 211.6 billion won by the end of 2023 compared to the previous year. Utilizing global Exchange Traded Funds (ETFs) for cost reduction further supports its exceptional performance. Park Hee-woon, head of the solutions division, highlighted that asset allocation strategies enhance the operational efficiency of the fund. Additionally, Senior Managing Director Kang Seong-soo stressed that this management process has shown great results with other funds as well. Overall, the 'Korea Investment TDF Take-Care ETF Focus Fund' series solidifies its market position through sustainable investment strategies.
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