DEEP RESEARCH · PERSONAL PENSION/VIP ASSET MANAGEMENT

VIP Korean Value Investment Fund Operating Status

A check on early performance and portfolio flexibility after moving my personal pension to a VIP Asset Management fund

Written: 2025-05-17 · Personal pension investing/fund status · Naver Blog

You are responsible for your own investment decisions. This material is research and is not a recommendation to buy or sell.

0. Bottom line first

Since April 9, 2025, I moved the full pension amount to VIP Asset Management. A little over one month later, the return is around 16%. I feel the fund is being managed professionally and steadily, and the best part is that I do not have to pay too much attention to it.

Source image showing the operating status of the VIP Korean Value Investment Fund

1. Why I Switched and the Early Result

Starting April 9 this year, I changed the entire pension investment to VIP Asset Management, and it feels like they are managing it stably and professionally.

I bought a partial amount on December 31 last year, and went all-in on April 9 this year. A little over one month has passed, and the return is about 16%.

Date	Action
2024-12-31	First purchase
2025-04-09	Full pension purchase
As of the 2025-05-17 post	About 16% return after a little over one month

2. Purchase Experience and Fund Flexibility

Interpretation: Usually fund purchases are executed two to three days after the buy order, but perhaps because VIP immediately bought with the deposited money, the fund was purchased right after I placed the order. I like that I do not need to worry much about it.

According to the investment prospectus, the fund has flexibility to hold bonds up to around 40% depending on conditions. That makes timing less of a concern in my view.

Personal Pension Management FlowReducing timing burden by delegating to professional management

First buyPartial amount on 2024-12-31

Full buyEntire pension on 2025-04-09

FlexibilityBonds can be around 40%

Early resultRoughly 16% after about one month

The focus is less on timing and more on management capability and long-term operation.

3. Related Records and Reference Links

The April 9 full-purchase record is at https://blog.naver.com/star_of_self/223827729757.

Thumbnail for the source link about going all-in on the VIP Korean Value Investment Fund for a personal pension

The first purchase was on December 31, 2024, and the related record is at https://blog.naver.com/star_of_self/223710151898.

Thumbnail for the first-purchase record of the VIP Korean Value Investment Fund

Anyone curious about the fund itself can refer to https://blog.naver.com/star_of_self/223699410927.

Thumbnail for the source post explaining the VIP Korean Value Investment Fund

Sources

Original post: https://m.blog.naver.com/PostView.naver?blogId=star_of_self&logNo=223868680172
April 9 full-purchase record: https://blog.naver.com/star_of_self/223827729757
December 31, 2024 first-purchase record: https://blog.naver.com/star_of_self/223710151898
Fund overview: https://blog.naver.com/star_of_self/223699410927

Naver original