latest RDV factsheet shows performance figures over past 5 years as of Aug 31.
growth - 0.4% per annum
yield 6.09% p.a
total return 5.68% p.a
versus the index return of 7.94% p.a
typical of most equity income funds. underperforms the index and provides negative capital growth.
no thanks.
IPO - Partners Group Global Income Fund, page-50
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