Dario Brandolini

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From Fund Selection 01 October 2006

By PWM Editor

“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.”

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