WHY WOULD CONSIDER ADDING IT
The fund attempts to deliver returns above the benchmark on an i ncremental basis. Arthur also alluded to a strong dividend theme in the fund over the short term. This will entail buying some of t he r esource companies like BHP Billiton and Sasol, and adding more stocks to the portfolio that are slanted to dividend payers. This should continue to generate s t able, consistent returns going forward.
editorial@ finweek.co. za