David Bulteel
“Equities have taken a brighter view of the future, as the headwind from oil prices and interest rates abates. There are concerns that the slowdown in US housing could spread more widely. However, lower energy prices boost consumer incomes, as well as reducing the risk of central banks raising rates to combat inflation. This should allow economic growth to continue at comfortable levels. Although it could take some months for the inflation and growth numbers to give full reassurance about the outlook for 2007, equity valuations and merger activity remain supportive factors.”
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 Lazard UK Alpha Fund
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
