Alessandro Costa

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From Fund Selection 01 June 2006

By PWM Editor

“We reduced our exposure to M&G Global Basic, M&G UK Recovery and UOB Kinetics and introduced DWS Alpha Rent Global, a flexible fund with a bias for bond exposure. These changes were made after a week in London meeting portfolio managers and senior management. From this, we got the idea that the market will be more cautious in over-valuating energy and basic materials and, therefore, we decided to reduce our exposure to those sectors.”

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Alessandro Costa

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