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Flagship Growth Portfolio – Amendments

TPGMQGSFR

We are buying Sandfire Resources (SFR) into recent weakness.  We are bullish Copper and our top pick in this space is now SFR.

SFR
MM are buying SFR in the Flagship Growth Portfolio, allocating 4% around $4.00
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Sandfire Resources (SFR)

We are increasing our position in Macquarie Group (MQQ)  taking the position to a 6% weighting.

MQG
MM are adding to MQG in the Flagship Growth Portfolio, allocating a further 2% around $160.00
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Macquarie Group (MQG)

We are selling our position in TPG Telecom (TPG), cutting the under performer to re-allocate funds elsewhere.

TPG
MM are selling TPG in the Flagship Growth Portfolio, taking a loss around $4.80
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TPG Telecom (TPG)
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