not read the results yet but results from last decade have been boringly great.
BKW & SOL are the cornerstone of my portfolio near 10%. for the retired, they are diversified very low risk and the dividends increase every year. You will see from the presentation that they are performing the ordinaries index over period of time.
I wouldn't worry about how one period goes. long-term both are like small LIC's without the management fees.
Get another opinion, if you like from another investment advisor . Probably be careful with advice on here. if I was investing for grandkids something to leave them, I would probably be looking at IVV (an ETF based on the American market). I think this out performs everything else, but it doesn't have good dividends.
Only my personal opinion, definitely not to be relied on .
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