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HUNTER GLOBAL FIXED INTEREST FUND Report & Commentary30 June 2024 Portfolio positioningFund Information30 June 2024Fund Size Fund Type Investment management Benchmark$1.618 Billion PIE PIMCO Bloomberg

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Investors looking to achieve specific financial goals

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What is portfolio positioning?

Portfolio positioning refers to how an investor allocates their assets within their investment portfolio in order to achieve their financial goals and manage risk.

Who is required to file portfolio positioning?

In general, institutional investors including investment firms, mutual funds, and pension funds are required to file portfolio positioning reports with regulatory authorities.

How to fill out portfolio positioning?

To fill out a portfolio positioning report, investors typically need to provide information on their investment holdings, asset allocation, and performance metrics.

What is the purpose of portfolio positioning?

The purpose of portfolio positioning is to provide transparency and insight into an investor's asset allocation and investment strategies for regulatory compliance and performance evaluation.

What information must be reported on portfolio positioning?

Information such as asset allocation, investment holdings, market values, and performance metrics must be reported on portfolio positioning.

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