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  • Fund Type: Unit Trust
  • Objective: Growth
  • Asset Class: Equity
  • Geographic Focus: South Korea

IBK Focus Selection 20 Securities Investment Trust - Equity

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4960270:KS

996.04 KRW 2.93 0.30%

As of 04:24:00 ET on 05/23/2013.

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Snapshot for IBK Focus Selection 20 Securities Investment Trust - Equity (4960270)

Year To Date: -2.89% 3-Month: -4.21% 3-Year: - 52-Week Range: 900.11 - 1,053.83
1-Month: +3.18% 1-Year: +5.41% 5-Year: - Beta vs KOSPI2: 0.76

Mutual Fund Chart for 4960270

No chart data available.
  • 4960270:KS 996.04
  • 1M
  • 1Y
Interactive 4960270 Chart

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Fund Profile & Information for 4960270

IBK Focus Selection 20 Securities Investment Trust (Equity) is an open-end fund incorporated in South Korea. The Fund's objective is to provide investment return that corresponds closely to the performance of the KOSPI 200. The Fund invests at least 60% of its asset in domestic equities and 40% or less in bonds, ABSs, CPs respectively.

Inception Date: 01-28-2011 Telephone: 82-2-727-8800
Managers: -
Web Site: www.ibksgam.co.kr

Fundamentals for 4960270

NAV (on 2013-05-23) 996.04
Assets (M) (on 2013-05-23) 17,427.52
Fund Leveraged N
Minimum Investment -
Minimum Subsequent Investment -

Dividends for 4960270

Dividend Type Omitted
Dividend Frequency Annual
Last Dividend Net -
Dividend Yield (ttm) -

Fees & Expenses for 4960270

Front Load 0.00
Back Load -
Current Mgmt Fee 0.60
Redemption Fee -
12b1 Fee -
Expense Ratio 1.50

Top Fund Holdings for 4960270

Filing Date: 06/30/2012
Name Position Value % of Total
Samsung Electronics Co Ltd 720 864,720,000 19.777%
Hyundai Motor Co 1,223 284,347,500 6.503%
Kangwon Land Inc 11,290 274,911,500 6.288%
CJ CheilJedang Corp 793 258,121,500 5.904%
Samsung Electro-Mechanics Co L 2,427 257,262,000 5.884%
Cheil Worldwide Inc 14,010 254,982,000 5.832%
Coway Co Ltd 6,495 231,222,000 5.288%
Fila Korea Ltd 2,915 225,912,500 5.167%
Hyundai Department Store Co Lt 1,493 212,006,000 4.849%
Lotte Chilsung Beverage Co Ltd 142 208,314,000 4.764%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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