David Bulteel
“Markets continued to rebound strongly in April with emerging market and Asian funds showing strongly. Another success was Schroder UK Alpha Plus which was up by around 25 per cent in euro terms, having been active in banks and one or two other cyclical areas. The only subdued return came from the TR global bond which delivered around -0.5 per cent in euros, as investors shied away from government bonds on the view that future issuance would be high and economic news was less bleak than expected.”
AMOUNT () FUND
15,000 Fidelity European Bond Fund (European fixed int)
15,000 Gartmore Continental European Equity (European ex UK equity)
15,000 Thames River Euro Global Bond Fund (global fixed int)
13,000 Schroder European Alpha Plus (European ex UK equity)
10,000 Fidelity European Equity Fund (European ex UK equity)
5,000 Dexion Absolute Fund of Hedge Funds
5,000 Findlay Park American Smaller Cos (US small cap)
5,000 Polar Capital Japan Fund (Japan)
5,000 Threadneedle Euro High Yield Bond Fund (high yield bonds)
3,000 Blackrock US Flexible Equity Fund (US equities)
3,000 Schroder UK Alpha Plus (UK equities)
3,000 UBS US Equity Fund (US equities)
1,500 JP Morgan Emerging Markets Equity Fund (global emerging)
1,500 Threadneedle Asia Fund (Asia ex Japan)
