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worth a buy?

lse:seml

#1

sentiment is very much against these at the moment, strong US dollar, China slow down, commodity slump… etc etc

on the plus side the are mostly investment grade and well diversified by country…

I will drip some money in here next 6 months and see what happens.

is anyone else looking at these?

Tops


#2

Yes. I’m liking the look of this one for adding some diversity to my income portfolio, and hopefully hedge against GDP at the same time. I’ve held a managed fund for last two years that does something similar, but I don’t think it has outperformed the ETF. It’s been pretty poor until recently.