Thanks JustBob, needs a reshuffle in portfolio or some market corrections form yield to value!! Yield is going gangbusters, growth is being shunned, which I suspect, given ALF have 4pc in RIO, that they are beting on a reversal. I think this will eventually happen also, so am holding, as this stock is safer than most long only LICS and funds.
Boost for ALF, page-9
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