Very strong growth. I wish I had topped up with some more on the recent dip like I did with a bunch of biotechs. I was a bit worried about AEF because it's in the financial markets and they got hammered pretty badly all around the globe.
I would like to have a bigger holding but I'm still a bit cautious about the long term affect CV19 will have on financial markets globally.
While the investment in ethical companies is fantastic, they are not immune to the larger global movements either. They do however, need to see investments from private equity and Governments to weather the storm, which may be challenging considering 'ethical' businesses tend to be a bit more expensive from a cash outflow perspective.
This thing will probably keep running like every other time I've thought it's overpriced and sold out (hoping to buy back in with a bigger parcel when it dipped - that never happened though).
Just some thoughts.
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