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AVI Global Trust (AGT) released its Investment Managers Report for June 2024, revealing a -1.2% decline in its Net Asset Value (NAV) during the month. The report highlighted the establishment of a new position in Reckitt Benckiser, indicating a strategic move in the portfolio. Additionally, AGT exited its investment in Schibsted due to a re-rating in the shares. The detailed report provides insights into the investment decisions and performance for the month of June.
Lack of time and motivation to wade through dense documents means missing out on portfolio-boosting opportunities.
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