Performance:
HDFIV is currently beating KLCI by 6.96% (5 Sept 08: 7.80%) at a loss of 15.96% (5 Sept 08: 11.75%) while KLCI suffered a loss of 22.47% (5 Sept 08: 19.55%). KLCI continued to be dragged down by political uncertainties as well as the performance of plantation stocks. Our fund has managed to maintain the gap with KLCI's performance notwithstanding the drop in IOI's price.
Portfolio:
No purchases and sales this week. 
Asset Allocation:
Allocation of idle cash into fixed deposit for 1 month period.
Strategy:
To watch out for tomorrow's political development.
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