Dario Brandolini
“Our portfolio is fairly balanced between bond and equity. In the eurozone, the investment in the mid to long-maturity government bonds has been increased against funds with a total return approach. The equity component of the portfolio remains conservative. Our preferences go again towards defensive funds or funds with a value approach, although some aggressive themes still remain in the portfolio with a very reduced weight.”
Amount (E) Fund
13,000 AXA WF Euro Bond 10+LT
12,000 PICTET EURO BOND R
11,000 JPMF Europe Bond
10,000 HSBC Pan-Europ Govt Bond
5,000 INVESCO Sterling Bond
5,000 Vontobel European Value
4,000 Vontobel US Value Eq
4,000 MS Global Brands
4,000 UBAM NB US Value Eq. A
4,000 Vitruvius US Eq
3,000 JPMF US Dynamic
3,000 JPMF Global HealthTech
3,000 IXIS Oakmark Global Value
3,000 Sgam US Relative Value Eur
2,000 CS Global Telecom
2,000 Henderson Pan European Eq
2,000 Parvest Japan Quant/Jpy
2,000 Pictet Water R
2,000 Vitruvius Japanese Eur Eq
2,000 Franklin Templeton Tech
2,000 JPMF Euro Dynamic Megacap
1,000 MS Asian Property
1,000 IXIS AMA Pacific Rim Equities
