442550·Multiple Asset-Asset allocation-TDF
RISE TDF2030 Active
Introduction
The RISE TDF2030 Active ETF aims to outperform the iSelect Tactical Asset Allocation TDF 2030 Index by actively adjusting weightings and selectively including non-benchmark asset in its portfolio
Investment Points
An ETF suitable for investors contemplating retirement in 2030 and who want asset allocation investments considering their life cycle
Benchmark Index
iSelect Strategic Asset Allocation TDF 2030 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 in the portfolio in line with the target retirement time (2030).
*Glide Path weighting method
- Depending on the retirement time, considering lifetime income, consumption, and risk until the retirement time, the proportion of risky assets is high at points far from the retirement time, and as time passes, the proportion of risky assets is reduced while the proportion of safe assets is gradually increased. The weight of constituents in the index is determined according to the Glide Path applied proportion.
Issuer
KB Asset Management
Brand
RISE
Total Fee
0.18
Listing Date
2022-09-22
International Securities Code
KR7442550000
Market Information
Market Capitalization
6,250,000,000KRW
Transaction Amount
19,584,180KRW
Trading Volume
1,561
Shares Outstanding
500,000
NAV
12,537
52-Week High
12,960KRW
52-Week Low
11,630KRW