today i just check the fund since it is brought it in Sept 17 and  it has break even. The dividend payout literally was the surplus earning now. 🙂

why initially choose this plan is because it met the client’s time horizon and investment risk. The dividend payout that pay out six monthly is something that the client  keen too. Currently 12 monthly is about 4.75%.

This is one of the way to diversify the portfolio to accumulate wealth in term of considering the goal, time horizon and return. 🙂

 

–  Past performance does not guarantee future result –