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Explanation: Hi Nicolas,
Don't know if you noticed the various requests for context I added to your earlier questions.
In this case, "fund portfolio" is indeed one of the possibilities, but it could also refer to the fund's position in a specific security, or in several selected securities. Context is essential to exploit the strength of KudoZ: the discussion among peers.
Thank you - Ralf
Ralf Lemster Germany Local time: 22:57 Native speaker of: German PRO pts in pair: 2684