433980·Multiple Asset-Asset allocation-TDF
KODEX TDF 2040 ACTIVE
Introduction
The KODEX TDF 2040 ACTIVE ETF aims to outperform the Samsung Korea Target Date 2040 Index (Price Return) by actively adjusting weightings and selectively including non-benchmark asset in its portfolio
Investment Points
This ETF is suitable for investors who are considering retirement in 2040 and want to allocate their assets based on their life cycle.
Benchmark Index
SAMSUNG KOREA TARGET DATE 2040 INDEX
Benchmark Index Description
An index that tracks the performance of the TDF Glide Path, which gradually adjusts (Rule-based) the proportion of risky assets within the portfolio in line with the target retirement date (2040).
*Application of Glide Path Weighted Method
- The weighting within the index's constituent stocks is determined based on a glide path applied in consideration of lifetime income, consumption, and risk up to the target retirement date. This glide path increases the proportion of risky assets when the retirement date is far off and gradually reduces it while increasing the proportion of safe assets as the retirement date approaches.
Issuer
Samsung Asset Management
Brand
KODEX
Total Fee
0.25
Listing Date
2022-06-30
International Securities Code
KR7433980000
Market Information
Market Capitalization
30,921,000,000KRW
Transaction Amount
355,708,165KRW
Trading Volume
25,331
Shares Outstanding
2,200,000
NAV
14,022
52-Week High
14,055KRW
52-Week Low
11,940KRW