I don't like either as they keep underperforming the ASX200 index for the past 1, 3, 5, 7 and 10 year periods sowhy would you bother ?
BKI performance has been particularly abysmal, so if I had to choose one of those 2, it would be AFI.From their own websites :
to Sep 30 2018 1 yr 5yr 10yr 14 yrs
ASX200 accum index 14% 8.2% p.a 7.8% p.a 8.4%p.a
AFI share price + dividends 11.8 5.7 6.9AFI NTA growth + dividends 12.5 6.5 7.5
BKI total shareholder return - 3% 4.5% 6.9% 8.1% p.aBKI portfolio performance 8.6 4.8% 6.5 7.5% p.a
IMO these funds do not deserve the venerable status that many people regard them
and there are much better options these days.
- Forums
- Strategic Investments
- LICs
I don't like either as they keep underperforming the ASX200...
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