Alessandro Costa
“In the last month we have made some changes to our portfolio. We replaced Templeton European Total Return Fund with Dexia Euro Bond Fund, in order to reduce exposure to corporate bond in favour of government bond. Moreover we reduced the weight of Long Term Investment Classic in favour of ING Global High Dividend. Despite the changes, the asset allocation of the portfolio hasn’t varied. 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
8,000 M&G UK Recovery
7,500 Axa Optimal Income
7,000 M&G Global Basics
7,000 Protea Wintergreen
6,500 ING Global High Dividend
6,500 Mellon Global Bond
6,500 MFS European Eq
6,500 Nordea European Value
6,000 Dexia Euro Bond
6,000 DWS TR Bond
5,000 CA Arbitrage VaR4
5,000 Vontobel Global Value Ex US
3,500 Pictet Emerging Mkts Eq
3,500 UOB Kinetics Paradigm
3,000 ACM Global Value
3,000 Long Term Inv Classic
3,000 UBAM Neuberger Berman US Value
2,500 Nordea North American Value
2,000 Henderson Japanese Eq
2,000 Legg Mason Global Value
