WGB 0.89% $2.26 wam global limited

Ann: November 2022 Investment Update, page-5

  1. 370 Posts.
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    The underperformance continues in Nov22 - WGB 0% vs MSCI +2.1%

    It's a dog and Geoff knows it. It's Wilson's fund trading at the steepest discount and yet he is not topping up.
    Ironically it's also dragging down his baby WAR.


    https://hotcopper.com.au/data/attachments/4912/4912422-6a6600d9b3f33e299d69ac07485c5706.jpg

    Even if you account for the 30c franked dividend anyone would have been better sticking with a MSCI ETF.

    https://hotcopper.com.au/data/attachments/4912/4912424-b6ffd9793dabee9d6124f3e58539e109.jpg

    Surprised to see Xpansiv also present in WMI in the Top #20. It's an unlisted carbon trading platform start-up.
    Why would a global fund with ten of thousands of stocks to choose from steal ideas from a Oz small cap fund? Desperation I guess.


 
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