In terms of Total Shareholder Return over the next 5-10 years I would guess that the top 4 (in order) will be CYA, WLE, the new international fund (cheating, I know) and WMI.
WAX and WAM (essentially a blend of WAX and WAA) are obviously stand-outs but the premium to NTA they carry is a heavy handicap that has to weigh over time. Wilson himself has said so a while ago and rotated into WLE, FGX and FGG. On the topic of FGX and FGG, I think they may even provide better TSR over the 5-10 year timeframe (certainly, risk-adjusted return) than my nominated top 4 above.
Ann: Investment Update & NTA March 2018, page-3
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Last
$1.26 |
Change
-0.085(6.32%) |
Mkt cap ! $1.721B | |||
| Open | High | Low | Value | Volume |
| $1.27 | $1.28 | $1.24 | $2.790M | 2.207M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 35726 | $1.26 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.27 | 5328 | 2 |
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| Last trade - 16.10pm 18/11/2024 (20 minute delay) ? |
| WLE (ASX) Chart |