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By PWM Editor

“We added Henderson Pan European Smaller Companies to the portfolio. This fund is managed by Stephen Alder, a member of the highly successful European specialist team, led by Stephen Peak. The team has been together for many years and each member has consistently performed well. Mr Peak has an excellent track record and his absolute return fund has been a consistent top performer. We consider this fund to be a good addition to a European equity portfolio.”

Amount (E) - Fund

30,000 - Insinger de Beaufort Multi-Manager Zeus (fund of hedge funds)

12,500 - ABN Amro European bond (European bonds)

10,900 - Wellington US Equity Research (US large cap core)

10,500 - AXA-Rosenberg US Equity Alpha (US large cap core)

7500 - Pimco Total Return (US fixed income)

5700 - Thames River Global Bond (global fixed income)

3300 - JO Hambro Continental European (large & mid cap)

2500 - Thames River European (continental European large cap)

1900 - Thames River Global Emerging Markets (gbl emerging mrkts)

1800 - Polar Capital Japan (Japan equity – midcap bias)

1800 - Henderson Japanese Equity (Japan equity all cap)

1600 - Cambrian (US small/mid caps)

1500 - Liontrust First Income (UK core)

1500 - Odey Pan European (top-down pan-European

1400 - Aberdeen Asia Pacific (Asia ex-Japan)

1300 - Invesco Perpetual High Income (UK core income)

1200 - Ashmore EMLIP (Sovereign high yield)

1100 - Pimco High Yield (High yield corporate bonds)

1000 - Cazenove UK Growth & Income (UK top-down)

1000 - Henderson Pan European Smaller Companies (Japan large caps)

Global Private Banking Awards 2023