David Bulteel
“Last year produced surprisingly strong growth, with the stimulus from industrialisation in China and India outweighing higher oil prices and interest rates. The latter should plateau in most regions in 2007, reducing the headwind for equities. At current yields, bond returns seem likely to match cash in 2007. Investors should expect further outbreaks of volatility, as high leverage in parts of the financial sector makes it liable to extreme reactions to small changes in investor expectations.”
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
