ALF
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0.00% 85.0¢ australian leaders fund limited

Ann: Change in Portfolio Value, page-3

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  1. grabeach
    111 Posts.
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    06/11/18
    14:58
    Post #: 36405672
    If it was a long only fund I would agree with you, but it isn't. It has been market neutral for years, so should have outperformed by 7%. Effectively, stock selection has cost the company another 2%. 
    ALF Price at posting: $1.02 Sentiment: None Disclosure: Held
    Likes Created with Sketch. 5  Upvote
    lightbulb Created with Sketch.  Great analysis
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