I'm actually wondering if NONE of the Wilson funds are the domestic LIC of choice for the immediate future.
Not that I have anything against the Wilson team, or any of the trinity of funds, but just feel that if there is to be an upward move in the local bourse, it will likely be driven by the 'carry trade' of overseas investors re-entering the local market because of the low $A. If you do get the big foreign buyers re-entering, they will no doubt look to the four big banks and a couple of other top 20 stocks....which is not the playground of the Wilson funds.
If this scenario does play out, it maybe a time for the more traditional LICs.
I'm actually wondering if NONE of the Wilson funds are the...
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