WHY WOULD FIN­WEEK CON­SIDER ADDING THIS FUND?

Finweek English Edition - - COMPANIES & INVESTMENTS -

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%.

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