Alessandro Costa
“In the last month we removed from the portfolio Axa Optimal Income fund, DWS TR Bond fund, Raiffeisen Euro Liquidity fund, CA Arbitrage VaR4 fund and Legg Mason Global Value fund. We introduced two new funds, Templeton Mutual European and Janus US Strategic Value. The weight of bond funds in the portfolio has been reduced in favour of equity funds. We are always monitoring the market, looking for new funds that could be included in our portfolio. Each potential change in the portfolio will derive solely from fund picking.”
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
