HEROES TDF 2030 Active
435530·Multiple Asset-Asset allocation-TDF
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
히어로즈
Fee
0.3
Listing Date
2022-06-30
ISIN
KR7435530001
Market Information
Market Capitalization6,720,000,000 KRW
Trading Value7,046,805 KRW
Trading Volume524
Number of Listed Shares500,000
NAV13,572
52-Week High13,570 KRW
52-Week Low10,925 KRW