David Bulteel
“Equity markets have made a strong start to the quarter while most bond markets have fallen. So far, weakness in the US housing market does not appear to have spread to a general slowdown, encouraging hopes of a soft landing for the world economy and for equity markets. Investors should be prepared for further tests of nerves as this adjustment period continues, but this is offset by the continued flow of merger and takeover deals, prompted by equity valuations which appear well supported if the downside fears for growth prove to be unfounded.”
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 Aberdeen Asia Pacific Fund
1,500 Atlantis Japan Growth Fund
1,500 JP Morgan Emerging Markets Equity Fund
