Alessandro Costa
“This month we did not modify the asset allocation of our portfolio between equity and bond funds but we made two changes in the equity side. We introduced MFS European Equity Fund and Vontobel Global Value ex US Fund and redeemed MFS European Value Fund and Vontobel Global Value Fund. We are still 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
4,500 ING Global High Dividend
4,500 UOB Kinetics Paradigm
4,000 CA Arbitrage VaR4
4,000 DWS Alpha Rent
4,000 Invesco Global Bond
4,000 Mellon Global Bond
4,000 Templeton European TR Debt
3,500 ACM Global Value
3,500 Pictet Emerging Mkts Eq
3,500 UBAM Neuberger Berman US Value
3,000 Nordea North American Value
2,500 Henderson Japanese Eq
2,500 Legg Mason Global Value
