DEEP RESEARCH · PERSONAL PENSION
Purchase Memo: VIP Korea Value Investment Securities Fund
A record of allocating 2024 personal pension contributions to an active Korean value fund
0. Bottom line first
I contributed KRW 6 million to my personal pension for 2024, kept the existing U.S. long-term bond position, and used the newly deposited cash to buy an active fund managed by VIP Asset Management.
I did not make a contribution last year, but this year’s year-end bonus arrived today, so I deposited it immediately. I realized late that the limit had increased to KRW 6 million and added another KRW 2 million purchase.
1. Structure of this purchase
Official fact: In the original post, the 2024 personal pension contribution is KRW 6 million. The existing U.S. long-term bond position was maintained, and the new contribution was used to buy VIP Asset Management’s active fund.
I am leaving this as a record with the hope that CEO Choi Joon-chul and the managers take good care of my pension assets.
2. Active funds require homework
I believe an active fund should be bought only after studying the fund and its investment philosophy. I am attaching my earlier note as a reference.
Sources
- Original post: https://m.blog.naver.com/PostView.naver?blogId=star_of_self&logNo=223710151898
- Related fund study note: https://m.blog.naver.com/star_of_self/223699410927