Professional Wealth Managementt

By PWM Editor

“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.”

 

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