I have these scenario due to the SWEET TALK of the agent, I swap my OSK Malaysia Dividend to GIFT fund.
Now, with the uncertainty in the GLOBAL market, I am planning to redeem my fund and put back inside my EPF.
But after reading the fund fact sheet, I decided to keep longer time frame.
- 30% - 70% of NAV: Investments in securities of companies with market capitalization of not more than RM750 million (“small cap securities”).
- 30% - 70% of NAV: Investments in fixed income securities, money market instruments, cash and deposits with financial institutions.
If BEAR is hiting the market, they will minimize and left 30%, 70% in fixed income vice versa.
Launch Date: 07 January 2005
RHB-OSK Growth & Income Focus:39,766.89
2008 - 2009 Down a bit nia, Financial Crisis still can stand strong.
Portfolio Holdings: http://my.morningstar.com/ap/quicktake/portfolio.aspx?PerformanceId=0P00008MG3&activetab=Portfolio
RHB-OSK GROWTH AND INCOME FOCUS TRUST Fact SHEET