Q: Currently this fund makes up approximately 21% of my portfolio and is my only diversified holding. It at 7.6% yield makes up 40% of my monthly income and pension makes up balance.The mer.is 1.05% and of course a good % of yield is roc. Would you suggest any better alternative or ? Thanks Larry
5i Research Answer:
VBAL has a similar breakdown of assets, but with fees of 0.25%. It also has better performance: 5 years 6.42% vs 4.70%.