SNC 2.74% 75.0¢ sandon capital investments limited

Mixing bowl, page-54

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    You can get the holdings by value at 30 June 2021 from the annual report page 5. Just taking the top six holdings which made up $53 million of the listed holdings of $91.4 million at 30 June they rose around $5.4 million (I have not allowed for changes in value in the intervening months). If the rest of the holdings had nil change the return is over 4%, including unlisted as unchanged. This will not be accurate, but it suggests a good month is likely.
 
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