Bernard Aybran

http://www.pwmnet.com/Fund-Selection/Bernard-Aybran83

Home / Fund Selection / Bernard Aybran

Highlights
Sustainable Views
A guide to global citizenship: The 2022 CBI Index
Private View Blog
Profiles
Awards

Sorry, you appear to have JavaScript disabled. Please enable
JavaScript to use this tool.

Find out how to enable it for your browser:

Internet Explorer 7 or 8

Click the Tools menu.
Select Internet Options.
Click the Security tab.
Click the Custom Level button.
Scroll down until you see the 'Scripting' section. Select the 'Enable' radio button for 'Active Scripting'.
Click the OK button.
Click the Yes button in the confirmation window.
Refresh this page.

Firefox 3.0

Click the Tools menu.
Select Options.
Click the Contents tab.
Select the 'Enable JavaScript' checkbox.
Click the OK button.
Refresh this page.

Refresh

From Fund Selection 02 September 2003

By PWM Editor

“We left the overall allocation between bonds and equity unchanged since last month. However, given the very high volatility of interest rates, we dramatically reduced our duration to the minimum within the fixed income funds. We replaced it with corporate bonds and money markets. Within the equity funds, we mainly kept the allocation unchanged except we reduced the exposure to the highest beta portfolio we invest in: the Merrill Lynch Focused Value.” Amount (E) - Fund 25,000 - MultiAlternatif Equilibre (fund of hedge funds) 10,000 - Saint-Honoré Sécurité (money markets) 7000 - Goldman Sachs Global High Yield (high yield, US dollars) 7000 - Agressor (French equity) 7000 - ML Focused Value (US equity) 7000 - Oblig Inflation (index linked bonds) 5000 - Victoire Obligations Internationales (investment grade) 5000 - Socgen International (global equity) 5000 - Nouvelle Europe (Europe equity) 5000 - Centifolia (French equity) 5000 - Franklin Mutual European Equity (Europe equity) 4000 - Callander Asset (US Small Caps) 4000 - CG Nouvelle Asie (Asia X Japan equity) 2000 - AXA Euro Credit (investment grade euro) 2000 - IDE France Dynamisme (French equity)

Follow Us on Twitter

Global Private Banking Awards 2023

Judges

Methodology

Categories

Editorial Coverage

Venue and contact

The Banker

The Banker is the world's premier banking and finance resource. It is also the key source of data and analysis for the industry with its unique database of more than 4000 banks maps their financial strength and soundness. www.thebanker.com

FT Wealth

How do you preserve your wealth, pass it on to your children or give it away, do you choose advisers, or handle the impact your wealth has on you, your family and your associates? FT Wealth helps find the answers to these and other questions affecting the wealthy.

www.ft.com/wealth

Professional Wealth Management and its journalism are subject to a self-regulation regime under the FT Editorial Code of Practice.
© The Financial Times Limited 2024. All rights reserved. "PWM", "Professional Wealth Management", "PWM Net", "FT" and "Financial Times" are trademarks of The Financial Times Limited. No part of these web pages may be reproduced or transmitted to or stored in any other website or any other form of electronic retrieval system, without prior permission.

Bernard Aybran

More stories

Follow Us on Twitter

Global Private Banking Awards 2023

The Banker

FT Wealth