Most of their larger holdings have done well. NZME has been their best performer. RUL and TGA also in the top 5 have been flat.
The discount has definitely shrunk! It is now only ~12% below NAV. Plus there will now likely be capital gain tax owed by the fund (us). All of my purchases in the past few months have been at least a 20% discount to NAV. I believe it will continue to shrink.
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Is a discount to NTA a common theme for LICs?, page-28
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