Christian Jost
“Although we still believe in continuing growth, some elements in our portfolio were conceived to minimise the risks of a potential drawdown. Therefore, we uphold a 10 per cent cash position, hoping to buy cheaply after a possible consolidation. This is backed by our further defensive positions, which in total make up more than 30 per cent of the portfolio. We have added Threadneedle’s Asia Fund and have deselected Aberdeen Asia Pacific due to a beginning performance lag. Reduced by five per cent, but still our core European equity fund is the Coreolan Europe.”
Amount (E) Fund
12,500 C-QUADRAT Absolute Euro Bond
10,000 Aberdeen Global-Europe High Yield Bond
10,000 Cash
10,000 Kathrein Euro Bond T (quantitative EURO-Bond Fund)
7,500 C-QUADRAT Triathlon (Multi-Asset drawdown risk minimizing)
7,500 Invesco Absolute Return Fund (Absolute Return Hedge on Curr, Eq & Bonds)
7,500 Patrimoine CA-AM VAR8 (Value at Risk = 8 / Multi-Asset-Class Hedge)
5,000 Coreolan Europe B (European Large Cap Eq)
5,000 C-QUADRAT ARTS Best Momentum
5,000 MPC Competence Europe Methodik AMI
5,000 M&G American Fund (US Blend Large Cap Eq)
5,000 SGAM Equities US Relative Value
5,000 Threadneedle Asia Fund
5,000 Vitruvius Japanese Equity EUR (Japan Multi-Style EURO Hedged Eq)
