Yeah I agree, there's definitely a place for this kind of fund in any portfolio. I'm a bit worried that the recent underperformance is a result of them branching out more into international equities, but the latest update seems to say the opposite. I hope so, given I put some money into WGF as well.
And the sell-off on Friday before the release of results is just so suss...
ALF Price at posting:
$1.40 Sentiment: None Disclosure: Held