Georges Wolff
“The portfolio has been launched last month and we remain confident in the underlying managers despite the prevailing volatile market environment. However we decided to slightly change the allocation. We redeemed our position in emerging markets. At this time we do not want to continue being exposed to these high beta markets. The proceeds have been reinvested in the already existing US equity funds, which increases our overall allocation to US equity markets.”
AMOUNT (E) FUND
20,000 BGF Global Allocation Fund A2 USD (asset allocation neutral)
17,500 Templeton Global Bond A MDis USD (bond global)
17,500 Julius Baer BF Absolute Return-EUR B (bond global)
7,000 Sparinvest-Global Value EUR R (equity global)
7,000 DWS Global Value (equity global)
6,000 Investec American A Acc Net (equity USA)
6,000 BGF US Flexible Equity Fund A2 USD (equity USA)
6,000 Parvest USA C (equity USA)
3,000 GAM Star Japan Equity JPY Acc (equity Japan)
2,500 Petercam Equities Europe Dividend Cap (equity Europe)
2,500 Nordea 1 - European Value Fund BP EUR (equity Europe)
2,500 Carnegie Fund - European Equity (equity Europe)
2,500 Grande Europe A (equity Europe)
