The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods.
Fundamental metrics to determine fair value of the stock
Company’s recent performance and margins
Dividend yield, history and sustainability
Financial position and solvency of the company