RE: Momentum22 Apr 2024 08:52
Its hard to disagree with you, but I have been in from the start and continue to buy in as the price is where I believe there is value. Fundamentally their investments are good overall. The governments stance is affecting the push into alternate sources of energy in a negative way. High interest rates also limit investment into these markets. If you believe we are now looking at a lower level of inflation and the BOE at some point should start reducing interest rates that this fund has the potential to benefit.