Dario Brandolini

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From Fund Selection 01 December 2006

By PWM Editor

“Our portfolio is fairly balanced between bond and equity. In the euro bond area the investment in funds with a total return approach has been eliminated. The equity component of the portfolio remains quite conservative, although there are some more aggressive US funds in the portfolio. Our preferences are now more balanced between defensive funds or defensive themes as property and telecom, and aggressive themes, as technology for example, or aggressive funds.”

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