David Bulteel
“Coinciding fears of higher inflation and slowing economic growth continue to sap confidence out of the markets. Just two funds within the portfolio made any sort of progression. Firstly, Fidelity Euro Bond which is an investment grade orientated fund plus, secondly, the value-defensively styled Findlay Park American US Smaller Cos, which over the years has been an exceptional performer.”
AMOUNT (E) FUND
15,000 Fidelity European Bond Fund
15,000 Thames River Euro Global Bond Fund
10,000 Artemis European Growth Fund
10,000 Fidelity European Equity Fund
10,000 Gartmore Continental European Equity
8,000 Schroder European Alpha Plus
5,000 Dexion Absolute Fund of Hedge Funds
5,000 Threadneedle Euro High Yield Bond Fund
3,500 Polar Capital Japan Fund
3,000 European Asset Value Fund
3,000 Merrill Lynch US Flexible Equity Fund
3,000 Schroder UK Alpha Plus
3,000 UBS US Equity Fund
2,000 Findlay Park US Smaller Cos
1,500 Atlantis Japan Growth Fund
1,500 JP Morgan Emerging Markets Equity Fund
1,500 Threadneedle Asia Fund
