Christian Jost
“We have left the asset class exposition of our portfolio virtually unchanged from August. We are still overweight in equities at 46 per cent and underweight in bonds, at 36 per cent, with alternative investments and cash at 10 per cent and at 8 per cent respectively. Due to the good relative performance of most of our fund picks, we have only changed the fixed income side. There we have sold two absolute return funds in favour of two euro-benchmarked funds, reflecting the improved outlook for euro benchmark bond prices.”
Amount (E) Fund
12,000 Anglo Irish Active Incom
12,000 Kathrein Euro Bond T
12,000 Spaengler Spar Trust M T
10,000 Coreolan Europe B
8,000 M&G American Fund
8,000 Vitruvius Japanese Equity
8,000 Cash
7,500 Oyster European Opportunities
7,500 UBS US Value
5,000 Invesco Absolute Return Fund
5,000 JPMorgan EM Equity Fund
5,000 Patrimoine CA-AM VAR8
