ETF MarketETN MarketCalendarRankingComparisonContent

Home

435530·Multiple Asset-Asset allocation-TDF

Website

KIWOOM TDF 2030 Active

Introduction

The HEROES TDF 2030 Active ETF aims to outperform the Dow Jones Target 2030 Index (Total Return) by actively adjusting weightings and selectively including non-benchmark asset in its portfolio

Investment Points

An ETF suitable for investors who are considering retirement in 2030 and want asset allocation investments based on their life cycle.

Benchmark Index

DOW JONES TARGET 2030 INDEX

Benchmark Index Description

An index tracking the performance of the TDF Glide Path, which gradually adjusts (Rule-based) the proportion of risky assets in the portfolio to match the target retirement date (2030). * Assets are categorized into equities, bonds, and cash equivalents, and each asset group is adjusted according to the Target Date Glide Path schedule. The proportion of exposure to equity assets is gradually adjusted from 90% to 20% from 35 years before to 10 years after the target retirement date, determining the proportion of each asset group accordingly.

Issuer

KIWOOM ASSET MANAGEMENT CO., LTD.

Brand

KIWOOM

Total Fee

0.3

Listing Date

2022-06-30

International Securities Code

KR7435530001

Market Information

Market Capitalization

6,745,000,000KRW

Transaction Amount

729,200KRW

Trading Volume

54

Shares Outstanding

500,000

NAV

13,555

52-Week High

13,700KRW

52-Week Low

11,725KRW

HoldingsChartDividendFees and TaxesPerformance