Looking at that site, the data is from 31 March. So presumably it’s taken from when all the BG funds updated their portfolios - which suggests the trimmings of Tesla, Nio etc. is taking place in other funds. Of course SMT have been trimming their positions in Tesla etc. - I’m just saying that I’m not sure you can read that site for accurate insights into what SMT specifically are doing.
Yeah fair point. I did say in my first post that it’s going to be across funds/trusts. We Don’t have a BG topic so thought I’d put it on this thread.
The annual reports are always an interesting read