Christian Jost
“With regard to a potentially healthy correction in most of the global markets that have been performing extremely well over the last years, we allocated our portfolio following a more defensive style. We therefore reduced one global equities fund and built up a 10 per cent cash position. The largest weight this month is represented by the C-Quadrat Absolute Euro Bond, which replaced the Anglo Irish Active Income. It is a new open-end investment fund incorporated in Austria and investing in Euro-participating countries on an absolute return basis.”
Amount (E) Fund
12,500 C-Quadrat Absolute Euro Bond
10,000 Aberdeen Global-Europe High Yield Bond
10,000 Coreolan Europe B (European Large Cap Eq)
10,000 Kathrein Euro Bond T (quantitative EURO-Bond Fund)
10,000 Cash
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 Aberdeen Global Asia Pacific Fund (fundamental quality multi-cap)
5,000 C-Quadrat ARTS Best Momentum (computerbased trend-following momentum driven non-discretionary)
5,000 M&G American Fund (US Blend Large Cap Eq)
5,000 SGAM Equities US Relative Value
5,000 Vitruvius Japanese Equity EUR (Japan Multi-Style EURO Hedged Eq)
