Tuesday, December 18, 2012

Review of Union KBC Taxsaver

 
 
 

Aim:
Invest in medium and large sized high growth companies with competitive advantages and financial strength

Performance Driver:
Concentrated exposure to fewer sectors; large-cap orientation has achieved growth during rallies and checked on downside during falls

Why Invest?
The buy-and-hold strategy and low portfolio turnover is a good long-term investment with tax benefits

Flipside:
The fund's few contrarian bets may impact short-term performance

Invest if:
You are looking for tax deductions on investments with equity exposure but low risk tolerance

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