433860·Multiple Asset-Asset allocation-TDF
PLUS TDF2040 Active
Introduction
The PLUS TDF2040 Active ETF aims to outperform the Morningstar Korea Lifetime Allocation Moderate 2040 Index (Gross Return) by actively adjusting weightings and selectively including non-benchmark asset in its portfolio
Investment Points
An ETF suitable for investors considering retirement in 2040 and seeking asset allocation investment based on their life cycle.
Benchmark Index
Morningstar Korea Lifetime Allocation Moderate 2040 GR KRW
Benchmark Index Description
An index that tracks the performance of the TDF Glide Path, which progressively adjusts the proportion of risk assets within the portfolio in a rule-based manner to align with the target retirement date (2040).
*Glide Path Application Weighting Method
- Considering life income, consumption, and risk until the retirement date, the proportion of risk assets is higher when further from retirement, and as time progresses, the proportion of risk assets decreases while the proportion of safe assets gradually increases, applying a glide path weighting to determine the proportion of constituent stocks within the index.
Issuer
Hanwha Asset Management Co., Ltd.
Brand
PLUS
Total Fee
0.16
Listing Date
2022-06-30
International Securities Code
KR7433860004
Market Information
Market Capitalization
2,757,300,000KRW
Transaction Amount
183,710KRW
Trading Volume
14
Shares Outstanding
210,000
NAV
13,112
52-Week High
13,130KRW
52-Week Low
11,190KRW