You really have no idea. Your statement to say "Of course you should consider dividends in the performance figures." is different to dividend reinvestment. What sharesight data give you is how much dividend you would have received in cash if your shares remain constant and what is the final value of those shares to calculate capital appreciation/loss and the figure will be different if you had reinvested those cash as your total units increase over time and CA or CL will depends upon final cost and current value.
The fees are upfront written on PDS so nothing is hidden or one can't see fees are not upfront. Wilson website PDS will give you that.
The fund performance can be manipulated by using with or without fees and with or without dividend reinvestment. However, what can't change is total return after all fees (excluding tax).
The key item that is not performing with Wilson fund is the CEO and Portfolio manager strategy, everything else is just a noise nothing else. Hence replacing them is the only way to change what is going on with this funds in my opinion.
You really have no idea. Your statement to say "Of course you...
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Last
$1.46 |
Change
0.005(0.34%) |
Mkt cap ! $1.625B | |||
| Open | High | Low | Value | Volume |
| $1.46 | $1.47 | $1.46 | $1.259M | 861.4K |
Buyers (Bids)
| No. | Vol. | Price($) |
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| 1 | 6106 | $1.46 |
Sellers (Offers)
| Price($) | Vol. | No. |
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| $1.47 | 94319 | 7 |
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| Last trade - 16.10pm 03/06/2024 (20 minute delay) ? |
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$1.46 |
Change
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| Open | High | Low | Volume | ||
| $1.46 | $1.47 | $1.46 | 438483 | ||
| Last updated 15.56pm 03/06/2024 ? | |||||
| WAM (ASX) Chart |