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Flagship Growth Portfolio – Amendments

Bravura Solutions (BVS) underwhelmed at their last earnings update, is weak technically and given our desire to reduce exposure to tech, we are selling BVS.

BVS
MM are selling BVS in the Flagship Growth Portfolio, taking a loss around $2.90 to allocate capital elsewhere
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Bravura Solutions (BVS)

Virgin Moiney (VUK) has pulled back towards our buy zone and we are using this weakness to buy into the UK facing bank that has an ambitious digital strategy.

VUK
MM are buying VUK in the Flagship Growth Portfolio, allocating 4% around $3.73
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Virgin Money (VUK)
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