Alessandro Costa
“During the last month we removed AllianceBernstein Global Value and increased the weight of M&G Global Basics and Franklin Templeton Mutual Global Discovery. In spite of this, we kept both sector and geographic allocation unchanged and in line with the benchmark of the portfolio. We also made no changes to the allocation between equity funds and bond funds. The performance of the portfolio got a positive contribution especially from Franklin Templeton Mutual Global Discovery and from European equity funds, like Templeton Mutual European, Nordea European Value and M&G UK Recovery.”
AMOUNT () FUND
9,500 M&G Global Basics
9,000 Templeton Mutual Discovery
8,500 M&G UK Recovery
8,000 MFS European Eq
8,000 Nordea European Value
8,000 Templeton Mutual European
8,000 Vontobel Global Value Ex US
6,000 UBS US Gth
5,500 Generali Euro Bond
5,500 Parvest Euro Government Bond
5,500 UBAM Neuberger Berman US Value
5,500 Vontobel US Value
5,000 ING Global High Dividend
5,000 Janus US Strategic Value
3,000 Pictet Japan Eq
