Alessandro Costa
“In the last month we haven’t made any change to our portfolio. Any choice in the current market would be very difficult at the moment, so we prefer to maintain our position. The top funds in our portfolio are all managed by high-quality managers who will do a good job even in this unstable scenario – such as Tom Dobell and Graham French (of M&G), David Winters (of Wintergreen) and Carlos Jarillo (of Long Term Investment).”
AMOUNT (E) FUND
8,000 M&G UK Recovery
7,000 Axa Optimal Income
7,000 Nordea European Value
6,500 M&G Global Basics
6,500 MFS European Eq
6,000 Mellon Global Bond
6,000 Protea Wintergreen
5,500 DWS TR Bond
5,500 Long Term Inv Classic
5,500 Templeton European TR Debt
5,500 Vontobel Global Value Ex US
4,500 CA Arbitrage VaR4
4,500 ING Global High Dividend
4,000 Pictet Emerging Mkts Eq
4,000 UOB Kinetics Paradigm
3,500 ACM Global Value
3,000 Nordea North American Value
3,000 UBAM Neuberger Berman US Value
2,500 Henderson Japanese Eq
2,000 Legg Mason Global Value
