NH Investment & Securities: "Default Option Aggressive Portfolio Achieves 90.15% Three-Year Return"

Top-Tier Performance Among All Retirement Pension Providers

On August 21, NH Investment & Securities announced that its "Aggressive Investment Portfolio 2" achieved a cumulative three-year return of 90.15% in the second quarter comparison disclosure of default options (pre-designated management methods) for retirement pensions, ranking among the top performers across all retirement pension providers.

"Aggressive Investment Portfolio 2" also posted a one-year return of 45.63%, demonstrating strong performance in both short- and long-term periods. Considering that retirement pensions are long-term assets for retirement, the three-year cumulative return of 90.15% highlights NH Investment & Securities’ ability to select products and manage portfolios over the long term, according to the company.

The "Aggressive Investment Portfolio 2" from NH Investment & Securities is composed of equal allocations—50% each—to "Hanwha LIFEPLUS Qualified TDF2050 Securities Investment Trust (Mixed Equity-FoF type)" and "KB All National Qualified TDF2055 Securities Investment Trust (Mixed Equity-FoF type) (UH)." By including TDFs from different asset managers in equal proportions, portfolio concentration on a single product is reduced, pursuing both long-term capital growth and diversification.

NH Investment & Securities has already demonstrated competitiveness in managing long-term retirement pension assets. As of the second quarter of 2026, its five-year annualized returns for non-principal-guaranteed Defined Contribution (DC) plans and Individual Retirement Pensions (IRP) were 12.57% and 11.83%, respectively, ranking first among securities firms with accumulated assets of more than KRW 1 trillion. Notably, the 10-year annualized return for IRP was 10.35%, the highest among all retirement pension providers, showcasing the firm’s outstanding long-term management capabilities.

When constructing default option products, NH Investment & Securities comprehensively reviews not only short-term returns but also long-term performance by product, asset allocation strategies, and management stability to select competitive offerings.

Based on this product competitiveness, NH Investment & Securities explained that its total pension assets—including retirement pensions and pension savings—exceeded KRW 20 trillion as of June 2026, with a steady inflow of assets focused on DC and IRP plans.

Hwan Jeong, Head of Pension Asset Management Division at NH Investment & Securities, stated, "As these are long-term assets for preparing for clients’ retirements, it is essential to generate sustainable returns without being swayed by short-term volatility." He added, "We will continue to strengthen the competitiveness of our default option products through systematic asset allocation and proactive portfolio management."

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