He’s dumped most of the holding in the Equity Income Fund :-
In it’s place he’s done this (mix up these words – hot pan the frying out the fire into of) :-
“”"“These judgements are always fluid but the opportunity in domestically-exposed companies has become increasingly attractive and the portfolios are evolving to take advantage. This has meant adding further to Lloyds and several housebuilders such as Barratt Developments, Crest Nicholson, Taylor Wimpey and a new position in Bovis. Meanwhile, we have also added to Provident Financial, Babcock International and NewRiver REIT amongst several others.”"""
Games - LMFAO !!