agree with LSF and SEC although SEC is in danger of being delisted if the SP doesn’t match NTA near year end….. having said that, SEC are great managers and stock pickers and I would be happy to have them listed or not. PGF I’m not familiar with. GVF is a Great fund, but even though it’s had a gradual and progressive CG, it probably produces more income than CG. Have a look at their end of month reports. Miles is a magician when it comes to global funds and discounts to NTA on a global scale.
Ann: April 2024 Investment Update, page-71
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