Woori Investment & Securities Tops Securities Firms in Q3 Individual IRP 3- and 5-Year Returns

Woori Investment & Securities ranked first among securities firms in the three-year and five-year average annual returns of individual retirement pension (IRP) products that do not guarantee principal and interest.

According to Woori Investment & Securities on October 28, as of the end of the third quarter of 2026, the average annual returns on its individual IRP products that do not guarantee principal and interest stood at 17.25% over three years and 8.05% over five years (compared with an average annual five-year return of 5.86% for such IRP products at the end of 2025).

Woori Investment & Securities' IRP offerings are distinguished by their diverse fund lineup and competitive costs. With the industry's largest fund lineup, comprising around 1,300 funds, and strategic asset-allocation products, the company is expanding customers' investment options. It also waives asset-management and investment-management fees on all individual IRP accounts and offers S-class funds with some of the lowest sales fees in the industry, helping reduce the cost burden of long-term investing and improve customers' actual returns.

A Woori Investment & Securities official said, "These return figures reflect customers' management of their pension assets based on the principles of diversified, long-term investing, without being swayed by market conditions." The official added, "We will continue to build on our differentiated product competitiveness, reasonable fee structure, and convenient services to establish ourselves as a trusted partner in managing customers' retirement assets."

This content was produced with the assistance of AI translation services.