Q: your opinion for international exposure or other suggestions
5i Research Answer:
For international exposure with a value tilt, we think VXM is fine. The yield is 2.6% and performance has been competitive. The fund is 21% industrials, 17% financials and 16% cyclical for the larger sector exposures and looks well diversified overall. 40% of the exposure, however, is to Japan with Italy next at 7.6%.