Portfolio

Portfolio

Top 10 Companies as of 31 January 2019

Position Company Sector % of NAV
1 Phu Nhuan Jewelry JSC Retail 10.3%
2 Sai Gon Cargo Service Corp Industrial 9.3%
3 FPT Corp Telecommunications 8.8%
4 Khang Dien House Real Estate 7.5%
5 MB Bank Banks 6.3%
6 Hoa Phat Group Industrial 6.1%
7 Mobile World Corp Retail 5.8%
8 Viet Capital Securities JSC Financial Services 5.6%
9 Van Phu - Invest Real Estate 5.3%
10 Thien Long Group Corp Retail 5.1%
  Total   70.1%

Source: Dynam Capital