From
Fund Selection
29 June 2012
Claudio Barberis
“This month we are not changing the asset allocation of the portfolio. The fixed income part is invested mainly in flexible strategies, active both in government and corporate markets, european and global.
We are still exposed to the local fixed income emerging markets.
The interest rate duration of the fixed income portfolio remains low. The equity portfolio includes both global and local strategies, with a preference for active managers.”
