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435540·Multiple Asset-Asset allocation-TDF

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KIWOOM TDF 2040 Active

Introduction

The HEROES TDF 2040 Active ETF aims to outperform the Dow Jones Target 2040 Index (Total 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 who want asset allocation investments considering their life cycle.

Benchmark Index

DOW JONES TARGET 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). * Assets are classified into equities, bonds, and cash-like asset classes, and then categorized within each asset class. According to the Target Date Glide Path schedule, from 35 years before to 10 years after the target retirement date, the risk exposure of the equity asset class is gradually adjusted from 90% to 20%, determining the proportion of each asset class accordingly.

Issuer

KIWOOM ASSET MANAGEMENT CO., LTD.

Brand

KIWOOM

Total Fee

0.34

Listing Date

2022-06-30

International Securities Code

KR7435540000

Market Information

Market Capitalization

7,092,500,000KRW

Transaction Amount

1,186,585KRW

Trading Volume

84

Shares Outstanding

500,000

NAV

14,069

52-Week High

14,680KRW

52-Week Low

12,260KRW

HoldingsChartDividendFees and TaxesPerformance