Sell down occured from last September from memory troyus. Like I mentioned, it is reasonable to conclude that there was increased redemption activity in the Macquarie funds over that period and hence Macquarie had to sell down certain holdings to meet investor redemptions.
May even have been that NMS had outperformed relative to other stocks in the portfolio and Macquarie was re-weighting the portfolios... I am confident they are in this one for the medium term at least.
Sell down occured from last September from memory troyus. Like I...
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