Ann: Blue Sky H1 FY19 Results Update, page-104

Perhaps this is the covenant breach (cancellation of material contract): "Since December 2017, Real Assets has assisted a large Canadian pension fund to deploy capital across a variety ofagricultural investments under a strategic management agreement. From 31 March 2019, given the rapid scale of deploymentachieved, the pension fund intends to manage those investments directly with its local operating partners. Post the terminationof the strategic agreement, Real Assets expects to continue to manage over $900 million in water entitlements and agriculturalassets. The impact of the termination of the strategic partnership will trigger a realisation of the Group’s associatedco-investment ($5.3 million)." from p3 latest half yearly. About a quarter of the real assets funds to go (may include other exits). Its possible they have or will rebuild those funds.