Graham Duce

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From Fund Selection 01 May 2007

By PWM Editor

“Our portfolio benefited with its bias to equities which saw the higher beta names perform well. Volatility in equity markets is here to stay and the prudent strategy is to pick managers with the flexibility to protect investors and the skill set to deliver absolute return in a more trying market environment. With this in mind, we replace Thames River Global Emerging Markets with the more total return styled JPM Emerging Markets Alpha Plus. Within the bond element of the portfolio we replace Mellon UG Global Bond fund with M&G European Leveraged Loans Fund.”

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Graham Duce

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