David Bulteel
“Equity markets have emerged steadier than expected from the sell-off in early August, although it is too soon to be confident that the risks emanating from the credit markets have been quantified, let alone their possible negative effects on confidence. If Central Banks are successful in restoring normal liquidity in the lending markets, the risks to growth could prove modest, allowing equities to regain the ground recently lost. Although this seems more likely than current fears would suggest, investors will remain cautious while so much uncertainty remains over where the losses caused by the delinquent loans have come to rest.”
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 Schroder UK Alpha Plus
3,000 Merrill Lynch US Flexible Equity Fund
3,000 UBS US Equity Fund
2,000 Findlay Park US Smaller Cos
1,500 Threadneedle Asia Fund
1,500 Atlantis Japan Growth Fund
1,500 JP Morgan Emerging Markets Equity Fund
