Thinking about tipping a few of these out. However I think the discount to NTA is still a bit big , and there is a fair chance that it will grow a bit more at the next update.
Only thing that I don't like about these is that they are a fund of funds, and I guess there is still some similar personnel involved somewhere from the Evans Dixon saga.... but these along with CD2 , have been a great ride since last year when the market was down ....but I guess so have a lot of shares!!
I guess I had been looking for a bit of diversification in my super fund and I just thought these may have been a bit less volatile, particularly considering the good discount to NTA.
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