WLE 0.40% $1.25 wam leaders limited

Party to 1.26, page-18

  1. 779 Posts.
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    Hardtosay...themarkethasbeenhammeredthepasttwodays.I'dimagineitwouldbearound1.23to1.27byroughcalculations.
    Agree with ac_AgenCy … it's pretty hard to say as they are most likely churning positions on sell down.

    I am rough estimating 1.28 @ end of July (report due on 14th august) but then a pullback to 1.23/4 at cob today.
    It would be difficult to outperform the index when the whole market got slammed, they were overweight in Gold last report which would help a lot but the other commodity positions they held were hit bad in this sell down(ozl,ilu,bhp,fmg,rio,sto) so probably net out, depends on how well they rebalanced the portfolio .

 
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