Also hold for many of your points.
I am a bit worried about the ADIFII unlisted fund they have as it seems to be struggling but the rest of the unlisted funds seem in good shape.
Not a big player as I see it but good cornerstone investor etc.
Still some pain in short term but expect it to hold its own in short to medium term.
the other areits are okay but I am avoiding those with exposure to Europe or USA. Not sure that all of those issues have played out.
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