On 19 March 2024, Portfolio Manager, Dan Whitestone, shared an update on portfolio positioning, performance of the Trust in 2023 and the outlook for the year ahead.
Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or financial product or to adopt any investment strategy. The opinions expressed are as of March 2024 and may change as subsequent conditions vary.
