We are increasing our property exposure via Mirvac (MGR). While the stock has popped in the last few days, we believe this shift towards property has further to run.
MM are buying MGR in the Active Growth Portfolio, allocating 4% around $2.12
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We are cutting Ramsay Healthcare (RHC) for a loss, apologies, this is a move we should have made sooner. RHC has been a weight on the portfolio for some time and we don’t expect the trend to change in the short term without corporate activity.
MM are selling RHC in the Active Growth Portfolio, taking a loss around $47
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