Marjolijn Breeuwer
“We continue to reduce our equity exposure to US managers and increase our allocation to Europe, Asia and emerging markets. In order to diversify our UK equity exposure, we decided to halve our investment in Jeremy Lang of Liontrust and allocate that portion to Anthony Nutt of Jupiter Income. We expect markets to be challenging over the coming period, and therefore prefer managers who have delivered consistent outperformance over a long time period. This will also reduce our small-cap exposure and increase our allocation to blue chip UK equities.”
Amount (E) Fund
30,000 Insinger de Beaufort Multi-Manager Zeus
12,800 ABN AMRO Europe Bond
8,600 Thames River Global Bond
6,600 Pimco Total Return
5,500 AXA-Rosenberg US Equity Alpha
5,500 Wellington US Equity Research
4,000 GAM North American Growth
3,400 Odey Pan European
3,000 JO Hambro Continental European
2,600 Thames River Global Emerging Markets
2,100 Invesco Perpetual High Income
2,100 Aberdeen Asia Pacific
1,900 Polar Capital Japan
1,700 Schroder Tokyo
1,600 Thames River European
1,500 Rodina
1,400 Cambrian
1,300 Henderson Pan European Smaller Companies
1,000 Genus 15
1,000 Cazenove UK Growth & Income
1,000 Legg Mason Japan Equity
700 Liontrust First Income
700 Jupiter Income
