Korean Investment Trust Management's TDF Fund Achieves Top Performance Over Two Years
Korean Investment Trust Management's 'Korean Investment TDF Auto ETF Focus Fund' has reported the highest returns across all vintages in the past two years. The fund, which is segmented into 7 vintages from 2030 to 2060 at five-year intervals, showed returns ranging from 33.15% to 46.17%, surpassing the average of all domestic TDFs. A significant factor in the fund's performance is attributed to its proprietary glide path and Long-Term Capital Market Assumptions (LTCMA) strategy. This strategy, designed based on over 40 years of economic analysis, has been instrumental in achieving stable and high returns.
The fund's strategic combination of foreign equities with domestic bonds highlights its dexterous asset allocation approach. Across all vintages, the fund also excelled in the Sharpe ratio, further showcasing its exceptional performance. Additionally, the Korean Investment TDF Gold 2080 Fund marked good results with a 20.54% return. Building on these successes, Korean Investment Trust Management is preparing to list three new active ETFs, signaling further innovative products in combination with ETFs.
Despite robust past performances, investors must note that past returns do not guarantee future gains, as performance-linked products inherently bear risks, including potential capital loss. It remains crucial for investors to carefully scrutinize the composition and strategy of each product to ensure long-term stability and success.
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Korea Investment Management's Korea Investment TDF ETF Focus, No. 1 in 2-Year Returns - Market EconomyKorea Investment Management announced on the 10th that its TDF (Target Date Fund, Lifecycle Fund), Korea Investment TDF ETF Focus Fund, has ranked first in 2-year returns across all vintages (target retirement dates). The fund is a product launched by Korea Investment Management in October 2022 and has a total of 7 vintages spanning from 2030 to 2060 at 5-year intervals. According to FnGuide, as of the 7th, the recent 2-year returns by vintage for Korea Investment TDF ETF Focus are ▲ 2060 46.17% ▲ 2055 44.69% ▲ 2050 42.86% ▲ 2045 41.04% ▲ 2040 38.40%
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Korea Investment TDF Auto ETF Focus Fund, Ranked 1st in Yield Over Last 2 Years in All Vintages - Korean Financial NewsKorea Investment Management announced on the 10th that its lifecycle fund (TDF·Target Date Fund) 'Korea Investment TDF Auto ETF Focus Fund' achieved the highest yield over the past two years among all vintages (target date). The Korea Investment TDF Auto ETF Focus Fund is a TDF product launched by Korea Investment Management in October 2022. TDFs automatically adjust the proportion of risky assets until a specific date to yield stable returns, often used for lump-sum savings until retirement. For example, the Korea Investment TDF Auto ETF Focus 2060 Fund gradually reduces the proportion of risky assets until 2060.
Hantu Asset Management's TDF ETF Product Ranks 1st in Recent 2-Year Returns - Money TodayKorea Investment Trust Management (Hantu Asset Management) announced on the 10th that its TDF (Target Date Fund) ETF (Exchange Traded Fund) product, 'Korea Investment TDF Aliseo ETF Focus Fund,' has achieved the highest return over the past two years across all vintages (target dates). According to financial information company FnGuide, as of the previous business day on the 7th, the recent 2-year return for each vintage of the Korea Investment TDF Aliseo ETF Focus Fund (based on C-Re Class)...
Hanwha Asset Management's TDF, Takes '1st Place' Across All Vintages···Strategy Developed In-House Proves Effective - Financial NewsHanwha Investment & Trust Management's Target Date Fund (TDF) has taken the first place across all vintages based on a 2-year return. According to fund rating agency FnGuide on the 10th, 'Hanwha Investment TDF on Your Own ETF Focus' recorded the top recent 2-year return (as of the 7th) across all vintages. Total from 2030 to 2060, in 5-year increments...
Korea Investment Management, 'Korea Investment TDF Self ETF Focus Fund. No. 1 in Returns for 2 Consecutive Years Across All Vintages' - Metro Newspaper - Valuable Information for the Middle Class and CitizensKorea Investment Trust Management announced on the 10th that the 'Korea Investment TDF Self ETF Focus Fund', launched in October 2022, achieved the highest return among all vintages (target dates) over the past 2 years. The Target Date Fund (TDF) product automatically adjusts the proportion of risk assets until a specific point in time.
Korea Investment & Securities "TDF ETF Focus Fund achieves No.1 return among all vintages in recent 2 years" - EDailyKorea Investment Management announced on the 10th that its Target Date Fund (TDF) product, 'Korea Investment TDF ETF Focus Fund', achieved the highest returns among all vintages in the past two years. The Korea Investment TDF ETF Focus Fund was launched in October 2022.