Christian Jost
“We have significantly increased our fixed income exposure and have reduced equity holdings. This reflects our increasingly positive outlook for euro bonds and the slightly deteriorating value in stock markets. Except for minor weighting changes, we have left our fund allocation unchanged.”
Amount (E) Fund
11,000 Anglo Irish Active Income (Total return GBP corporate bonds)
15,000 Kathrein Euro Bond T (Quantitative euro-bond fund)
15,000 Spaengler Spar Trust M T (Austrian bond fund, fundamental)
10,000 Coreolan Europe B (European large cap eq)
6,000 M&G American Fund (US blend large cap eq)
10,000 Vitruvius Japanese Equity EUR
8,000 Cash
5,000 Oyster European Opportunities
5,000 UBS US Value (US Value Large Cap)
5,000 Invesco Absolute Return Fund (Curr, Eq & Bonds)
5,000 JPMorgan Emerging Markets Equity Fund
5,000 Patrimoine CA-AM VAR8 (Value at Risk = 8 / Multi-Asset-Class Hedge)
