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Samsung Wealth Plan 20 Balanced Investment Trust

5354744:KS
1,046.93
KRW
1.48
0.14%
As of 1/19/2018
Fund Type
Unit Trust
52Wk Range
1,002.64 - 1,046.93
1 Yr Return
4.68%
YTD Return
0.68%
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Previous Close
1,045.45
52Wk Range
1,002.64 - 1,046.93
1 Yr Return
4.71%
YTD Return
0.68%
Fund Type
Unit Trust
Objective
Conservative Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
South Korea
NAV (on 01/19/2018)
1,046.93
Total Assets (m KRW) (on 01/19/2018)
872.373
Inception Date
11/11/2002
Last Dividend (on 11/13/2017)
2.47
Dividend Indicated Gross Yield
0.24%
Fund Managers
YOON SANG-A
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
-
Current Mgmt Fee
0.39%
Expense Ratio
1.34%

Top Fund Holdings

Name Position Value % of Fund
794.93 k 799.88 m 75.91
181.49 k 186.29 m 17.68
Profile
Samsung Wealth Plan 20 Balanced Investment Trust is an open-end fund incorporated in Korea. The objective of the Fund is to achieve stable current income and marginal profits by purchasing RSP funds. The Fund invests 20% or less in stocks, 80% or less in bonds, 40% or less in CPs, and 80% or less in ABSs.
Address
Samsung Asset Management
36-1 Yeouido-dong 3F,
Yeongdeungpo-gu
Seoul
Korea, Republic of (South)
Phone
82-2-3774-7600