Woolly, have you ever looked at their annual reports for the past five years etc.
I don't know how Bell Potter come up with their figures. Nothing ever seems to compute with the reported figures.
Additionally, you need to take into account the benefit of franking - if you are going to compare with an ETF.
When you take into account franking, the performance of WLE is actually very good.
It beats the index, even when accounting for fees etc.
I wish I could say the same about the global fund... massive disappointment.
Ann: June 2024 Investment Update, page-26
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