Korea Investment TDF 알아서 ETF Focus Fund Surpasses 5 Trilion Won
Korea Investment & Securities' 'Korea Investment TDF 알아서 ETF Focus Fund' series has surpassed a net asset value of 5 trillion won, marking a significant achievement. The fund series has grown 654.94% compared to the same period last year, reaching 5.345 trillion won, showcasing substantial growth. With a one-year return rate of 17.68% to 24.33%, it placed first across all vintages and recorded a high Sharpe ratio of 2.00 to 2.17, indicating notable risk-adjusted returns.
The fund optimizes asset allocation through a strategic approach based on long-term capital market assumptions, aligned with global economic cycle analysis. By diversifying investments between safe and high-risk assets, it manages volatility effectively. The strategy also expands investment in gold and domestic bonds, which have low correlation with global risk assets, thus stabilizing the portfolio. This approach is deemed particularly suitable for pension investments.
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