Alessandro Costa

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From Fund Selection 01 June 2008

By PWM Editor

“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.”

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Alessandro Costa

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