After browsing that document I found
https://www.platinum.com.au/PlatinumSite/media/Reports/pihf_m_update_201803.pdf
You will see IMU in the top 10 with 2.4% of their portfolio.
I searched through the last year of the historical reports and don't see IMU in the 10, with the exception of Feb 2018 & Nov 2017. With seeling coinciding around that time.
I could be wrong but it appears to me that when IMU hits the top 10 or around 2.3% or 2.4% of this portfolio they sell. DYOR but I for one will be looking at the future monthly reports.
DYOR DYOR DYOR DYOR DYOR DYOR DYOR
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