Christian Jost
“Last month we sold the risky positions so that now the portfolio’s alignment is defensive with an absolute return bias. After the equity correction in August we expect the market to steady. In addition, we anticipate a better market performance within the last four months of the year. Our allocation to US equities (10 per cent), European equities (20 per cent) and Asian equities (7.5 per cent) remain unchanged. So, too, are our Japanese (5 per cent) and Global (5 per cent) holdings. In the fixed income segment we concentrate on Total Return and Euro Bond funds. The overall fixed income exposure is 32.5 per cent.”
Amount (E) Fund
12,500 C-QUADRAT Absolute Euro Bond
10,000 Julius Baer Absolute Return Bond Fund (Total Return Global Fixed Income)
10,000 Kathrein Euro Bond T (quantitative EURO-Bond Fund)
10,000 C-QUADRAT Triathlon (Multi-Asset drawdown risk minimizing)
10,000 C-QUADRAT Absolute Euro Long / Short
10,000 MPC Competence Europe Methodik AMI
10,000 Springer European Plus
7,500 Threadneedle Asia Fund
5,000 M&G American Fund (US Blend Large Cap Eq)
5,000 SGAM Equities US Relative Value
5,000 C-QUADRAT ARTS Best Momentum
5,000 Vitruvius Japanese Equity EUR (Japan Multi-Style EURO Hedged Eq)
