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RG1 Navigates Volatile Quarter with Semiconductor Gains and Tactical Shifts

2:02pm on Friday 24th of April, 2026 AEST Financial Services
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RG1 Navigates Volatile Quarter with Semiconductor Gains and Tactical Shifts

2:02pm on Friday 24th of April, 2026 AEST
Key Points
  • Semiconductors and gold lead portfolio gains
  • Short positions, including Pop Mart, boost returns
  • Active repositioning with financials added, Glencore exited
  • Full AUD currency hedging benefits amid a stronger Australian dollar
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