I agree with you there cutty. There are definitely some misses against the index for some sectors. Also a few hits where PTM beat it. Typical of their value style of investing. It seems to be coming around slowly. I'm invested in the Asia and Healthcare funds via my super. So I will be keeping a close eye on the monthly figures. In theory, this 'post-growth-at-all-costs' environment should suit PTM's investment style.
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