Hi All, Just googled M&G and found their Vanguard Fund, see the link below. OZ Minerals is a top ten holder in the fund. This is the same fund that M&G has been using for part of their investment in CDU, Vanguard now below 5% holding in CDU, so does that mean that they have been selling out because OZM realise they won't be able to get control of CDU, or selling to other entities to make a raid on CDU, should be interesting either way.
https://institutional.vanguard.com/VGApp/iip/site/institutional/investments/productoverview?fundId=0053
Top 10 holdings as of 07/31/2013
Rank Holding
1 Umicore SA
2 Johnson Matthey plc
3 Dominion Diamond Corp.
4 Potash Corp. of Saskatchewan Inc.
5 Nevsun Resources Ltd.
6 Iluka Resources Ltd.
7 Kinross Gold Corp.
8 Hochschild Mining plc
9 AMCOL International Corp.
10 OZ Minerals Ltd.
Top 10 equals 61.0% of net assets
cheers
cj
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