Georges Wolff

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From Fund Selection 01 May 2009

By PWM Editor

“As we compare our investments to a balanced benchmark we are comfortable with our portfolio. The recent market rally could have been a reason for us to increase the equity part of the portfolio. However we believe that both our allocation to convertible bonds and the active exposure to equity markets via the BGF Global Allocation Fund are providing sufficient sensitivity to a potential equity market rebound at this moment in time. We would certainly need to see additional proves of the sustainability of any rally before starting to increase the beta of the portfolio.”

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Georges Wolff

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