other lics, page-60

Thanks.

Actually having trouble choosing between AFI, ARG, AUI, DUI and MLT. MLT being the only one with a big difference to holding weightings. It's more aligned to banking and held by ARG I'd assume to get a diversified banking weight. AFI and ARG, nothing between them that I can see. AUI and DUI run by the same guys and can only see difference in ratios to banking and resources. Unless there's something else I can't see why they would run both.

On a higher risk note. Checked out CTN. I like the type of companies held for a smaller punt to outperform the market. However when I rang to get further info was very dissapointed. Spoke directly to a person running the Microcap fund and they didn't even realise there were fees charged. I kid you not, argued with me that since it's listed there won't be fees. Didn't know why there was a discount to nta and didn't know managment's view on how to improve. Etc, etc. Had them email me the answers to all questions. When email turned up answered not one of the questions I left with them. So while I like it if this is indicitive of their managers I'll give it a miss.