Alessandro Costa
“During May we did not change the portfolio. The portfolio is mainly built with equity portfolio managers to whom we delegate decisions. In some cases like M&G Global Basics, Protea Wintergreen, Vontobel Global Value, UOB Kinetics Paradigm, Mellon Global Bond, AllianceBernstein Global Value and ING Global High Dividend we delegate stock picking and asset allocation decisions. For the remaining funds we delegate only stock picking. Ultimately the goal of our activity remains low turnover and good performance over the medium-long term.”
AMOUNT (E) FUND 9,500 M&G UK Recovery 9,000 M&G Global Basics 9,000 Templeton Mutual European 8,500 Nordea European Value 8,000 MFS European Eq 7,500 ING Global High Dividend 7,500 Protea Wintergreen 6,000 Vontobel Global Value Ex US 5,000 Pictet Emerging Mkts Eq 5,000 UOB Kinetics Paradigm 4,500 UBAM Neuberger Berman US Value 4,000 ACM Global Value 3,500 Henderson Japanese Eq 3,500 Nordea North American Value 3,000 Long Term Inv Classic 2,500 Janus US Strategic Value 2,000 Dexia Euro Bond 2,000 Mellon Global Bond
