The infrastructure fund is interesting, wonder if it's an actual loss or something to do with exchange rates (I'm not sure what assets are in this fund or how they are denominated).
Inflows was nice and the falling AUD is nicer, this also helps my CSL and APX holdings. However, the key for me to continue to hold is to see the AUD keep falling and I really need to see something about the Retirement Income product in the Feb release and understand how this we boost FUM and ultimately grow profit and share price.
50/50 sell/hold at the moment. I have good opportunities in the US I want to jump on so will need to see some positive signs from MFG to keep them.
MFG Price at posting:
$50.79 Sentiment: Hold Disclosure: Held
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