Bernard Aybran

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From Fund Selection 01 July 2005

By PWM Editor

“We have made changes to our balanced portfolio this month in both the fixed income side and equities. “First, we came back to the convertible bonds area using a cautious fund, focused on both equity delta and a real bond floor. Second, we no longer invest in the large money market holding we used to earlier in the year. Finally, we have initiated a US equity holding – an area we had been out of for months – via a fund focused on high yielding stocks.”

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Bernard Aybran

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