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Mix of public and private asset classes
Room for improvement on eight of 26 funds
Circular published ‘in the near future’
Nvidia still the most popular stock
Focus on cash flows and earnings
Management based on ‘triangle of trust’
8.1% below draft valuation
13.2% NAV total return
Due to US tech concentration
'Revised transaction' to be launched
06 August 2024
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1 min read
