Ann: 2025 AGM Presentations, page-5

  1. 27,866 Posts.
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    Not sure where you're getting that impression from.
    GQG funds are now all under performing vs the benchmark, you can only do that so long before people start pulling funds.
    It's fortunate that GQG generates nearly all it's fees from mngt fees.
    GQG are banking everything on being right about tech underperforming & currently they're getting it wrong.
    It may take interest rates going up to save them having to make an embarrassing U turn.

    I wouldn't be expecting any increase yoy on the dividend as FUM growth is going be weak & costs are still rising.

    Last edited by Tarvold: 22/05/25
 
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