442570·Multiple Asset-Asset allocation-TDF
RISE TDF2050 Active
Introduction
The RISE TDF2050 Active ETF aims to outperform the iSelect Tactical Asset Allocation TDF 2050 Index by actively adjusting weightings and selectively including non-benchmark asset in its portfolio
Investment Points
An ETF suitable for investors considering retirement in 2050 and who want to allocate their assets based on their life cycle.
Benchmark Index
iSelect Strategic Asset Allocation TDF 2050 Index
Benchmark Index Description
An index that tracks the performance of the TDF Glide Path, which gradually adjusts (Rule-based) the proportion of risk assets in the portfolio in accordance with the target retirement date (2050).
*Glide Path Applied Weighting Method
- In consideration of lifetime income, consumption, and risk until the retirement date, the proportion of risk assets is maintained high at points far from the retirement date. Over time, the proportion of risk assets is reduced while the proportion of safe assets is gradually increased, applying the Glide Path weighting to determine the weights of the constituent stocks in the index.
Issuer
KB Asset Management
Brand
RISE
Total Fee
0.18
Listing Date
2022-09-22
International Securities Code
KR7442570008
Market Information
Market Capitalization
19,756,250,000KRW
Transaction Amount
193,247,875KRW
Trading Volume
14,201
Shares Outstanding
1,450,000
NAV
13,581
52-Week High
13,650KRW
52-Week Low
11,445KRW