Ann: Revised December 2018 Trading Update, page-17

At risk of adding an additional tangent, an observation within my research sphere is that the value-adding, time-proven active managers available to retail investors in Australia tend to adopt broadly similar value-based methodologies. As such, someone seeking diversification through a mixture of different investment styles is left feeling somewhat parched. 

Finding an active manager focussed on uncovering high growth, asset-light business for example, would add greater diversification. A fund which applied the methodology and skillset of @mal85 or @Fire Bull for instance, would likely smooth the ride during periods such as these, and broaden the universe of investment opportunities.

Fingers crossed one is uncovered or newly emerges.