Christian Jost

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From Fund Selection 01 June 2006

By PWM Editor

“We have slightly reduced our fixed income exposure in favour of European real estate. Within the bond structure we have further reduced government exposure and upped our allocation to Fortis L Fund Credit Spread Emerging, a fund that very cleverly plays credit spreads, making us more immune to major bond indices’ movements. The equity and hedge fund side has remained unchanged, as we still see good opportunities in both fields. In the short term we are bullish on growth style equity funds in all major world regions.”

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Christian Jost

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