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How do I see what these funds are holding?

Updated over 3 weeks ago

At the conclusion of each calendar month our funds publish a full list of holdings. Visit each funds home page and go to Key Facts > Announcements. The monthly report for each fund is called "Portfolio Update". For example "IISV Portfolio Update - July 2023".

The monthly reports written by the Portfolio Manager will include the top ten holdings and further commentary about the fund performance and holding movements.

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