RE: Uplift in NAV5 Dec 2021 15:34
Resume Group Ltd ASX:RMC finance company and big core holding (Duncan Saville NED) seems to have fallen by 2/5ths in the last 6 months dragging UIL NAV down with it, don't know why as at a glance finacials look good and it represents a useful diversification to my portfolio on a read through basis. But I have been too overweight on this stock and I am rapidly losing patience so have just sold down to a more sensible level.