While I mentioned that I have not been buying Gold, one of my favourite Unit Trusts had taken a tiny position in Gold (0.55% of portfolio) by January 2025 or earlier (the above screenshot was taken in Feb 2025 of the previous month's factsheet). Currently the value of that holding is now 0.99% of the portfolio which I presume is mainly from price appreciation. That should be good for a couple of basis points of alpha which is not that much, but good to know that occasionally active managers can make good trades....
Link to Feb 2025 post: BuyafterCrash: Lion Global All Seasons Fund revisited (SRS strategy)
No comments:
Post a Comment