442560·Multiple Asset-Asset allocation-TDF
RISE TDF2040 Active
Introduction
The RISE TDF2040 Active ETF aims to outperform the iSelect Tactical Asset Allocation TDF 2040 Index 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 wanting asset allocation investments when considering their life cycle
Benchmark Index
iSelect Strategic Asset Allocation TDF 2040 Index
Benchmark Index Description
An index that tracks the performance of the TDF (Target Date Fund) Glide Path, which gradually adjusts (Rule-based) the proportion of risk assets within the portfolio in accordance with the target retirement date (2040). *Glide Path Applied Weighting Method - Considering lifecycle income, consumption, and risk up until the target retirement date, the weighting of risk assets is kept higher in the periods far from the retirement date and gradually reduced over time. Simultaneously, the proportion of safe assets is gradually increased. The proportions of constituent stocks within the index are determined according to the weightings applied by the Glide Path.
Issuer
KB Asset Management
Brand
RISE
Total Fee
0.18
Listing Date
2022-09-22
International Securities Code
KR7442560009
Market Information
Market Capitalization
8,417,500,000KRW
Transaction Amount
7,743,625KRW
Trading Volume
597
Shares Outstanding
650,000
NAV
12,929
52-Week High
13,490KRW
52-Week Low
11,725KRW