Dario Brandolini

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From Fund Selection 01 June 2006

By PWM Editor

“On the bond side, our preference goes towards funds with total return approach. Current levels of interest rates make investment in euro bond interesting again. The convertible asset class looks very interesting. As in previous months, the equity part of the portfolio consists mainly of funds with original and consistent investment process. A few themes find some space in our allocation. Among these we still find a sound momentum in energy and gold and still some opportunities in technology.”

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