From
Archive
03 March 2011
David Bulteel
head of international portfolio management, Rensburg Sheppards IM
Based in: London, UK
“After a sharp run-up in markets towards the end of 2010, the month of January represented a quiet start to the new year with the vast majority of the funds delivering plus or minus 1 per cent in absolute (euro) terms. On a peer group basis the relative performance of Threadneedle Asian is causing us most concern at the present time. No changes were made to the portfolio.”
