Professional Wealth Managementt

By PWM Editor

“In a market scenario of strong risk aversion, for the current month we decided not to change our strategy, which during the past months drove us to reduce the weight of actively managed funds in favour of low tracking error funds. During the last month we kept both sector and geographic allocation unchanged and in line with the benchmark of the portfolio. We also made no changes in the allocation between equity funds and bond funds.”

 

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