Sunday, March 22, 2015

Domestic Fixed-Income

For the fixed income investment, we advocate to achieve returns with long-term stability mainly through a balance of sector rebalancing and buy-and-hold strategy. The stable fixed-income investment provides us with a counterbalance to stock volatility.

yearTotalIn-house
2009204.6194.8
2010215.9201.0
2011223.5203.9
2012234.4209.5
2013238.2212.4
2014.4Q258.1229.1
(Unit: Trillion won, as of end of 4rd Q. 2014)
Asset Value Of the Domestic Fixed-income 258.1, Weight in the Total Fund 54.9%, In-house Management Portion of the Domestic Fixed-income 88.8%
Note: Figures might not add up due to rounding, and data for 2014 are provisional.
Breakdown
Domestic Fixed-income Portfolio Breakdown Sector Diagram(Unit: as of the end of  4th Q. 2014) - 
     ABS: 6.4%, Special purpose bonds: 25.6%, Government bonds: 41.3%, Corporate bonds: 11.6%, Bank bonds: 4.4%, Municipal bonds, Monetary stabilization, Financial bonds: 10.7%
Note : Those detailed figures as of end of every quarter are presented.

Note: Those detailed figures as of end of last fiscal year are presented six months afterward, in consideration of the annual review by the Fund Management Committee.


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