What I'm a little concerned about is the reporting period past September / October this year. I think we're in a period of uncertainty / a little over confident (in the economy that is). Many businesses are reliant on the JobKeeper payments and this is helping to prop the economy up, sure people have been taking money out of super which has affected this reporting period, but I imagine it will get worse as people lose there jobs towards the end of the year and their is even less growth / people needing access to capital.
This shouldn't effect the returns of AEF from investments, but might impact their capital outflows which will impact the actual capital return they receive (net not %).
Just some rambling thoughts.
What I'm a little concerned about is the reporting period past...
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