Ann: HY21 Investor Presentation, page-17

Thanks JAG, I had a quick look at those names. I think FID is very well run and have looked at it a few times but never bought.

Hope the last year on the market has been kind to you. No doubt many REH holders and holders of similar companies have the enviable problem of large capital gains liabilities (though a few more weeks of this and it won't be an issue). This has restricted my trading, particularly on my account outside the SMSF, the tax hit is just too painful. My plan is just to ride it out and I am moving more and more towards my own mini index fund - in that I have a lot of holdings and just let them go. Any changes can be made around the edges and wholesale changes can be made in panics like the one we had last March/April.