David Bulteel
David Bulteel, head of international portfolio management, Carr Sheppards Crosthwaite Based in: London, UK
“In spite of oil prices hitting new highs, most equity markets continued to rally from their mid-August lows and recorded solid gains last month. Bond markets were little changed. Having fretted for a while about slowing global growth, investors are focusing on the positive consequences – a lower peak to the interest rate cycle in the US and UK. In addition, profits and dividend growth in 2004 have exceeded expectations.”
Amount (E) Fund
16,575 Gartmore CSF Continental Europe (large cap)
14,500 Fidelity Funds European Bond Fund
12,500 Gartmore CSF European Bond
11,675 Investec GSF Continental European Equity
11,650 Henderson Horizon Continental European Equity
10,000 Baring European Bond Fund
5375 Credit Suisse USA Equity
5375 GAM Star American Focus (equity)
3200 Lazard UK Equity
2650 Mellon Newton Asian Equity Portfolio
2500 Findlay Park US Smaller Companies
2000 Martin Currie Japan Fund (equity)
2000 Cash
