Hi Simon, I pretty much exactly share your assessment , with a few different views. Same stand point on WAX nand WAM. I can't see any reason to buy them at their premium. WGB may still be attractive due to the high discount and profit reserve. WLE I can't comment on, haven't looked into. FGG, I have invested from the start, imply based on their purpose, which I love but the early performance was abyssal and except for a banger 2018, most other years have been disappointing too. Wasn't aware of the current discount, the might be worth a reentry. I've watched to a mix of VDHG, A200, QLTY with the view of maximising into VDHG, using A200 if I see AU outperform and leaving 20% of my portfolio for high conviction or spec stock.
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