WHY WOULD FINWEEK CONSIDER ADDING THIS FUND?
Knowing that there really is a limited investment universe for the fund in the large- and mid-cap space, we’d argue that investors should be expecting a performance in line with an index tracker. However, this fund has generated 14.19% year to date, beating its benchmark by 9.58%. Since its inception in September 2005, the fund has returned 365.36%, compared to 107.45% generated by its benchmark over the same period. However, this clearly comes at a cost due to its high total expense ratio (TER) of 4.45%.