Marjolijn Breeuwer

“In the past month we have made changes to our European equity portfolio, including the addition of the JO Hambro fund. This product is managed by Rod Marsden, who has built up a long and successful track record in managing European equities through a pragmatic and consistent investment approach. We have also replaced the Barclays UK Equity Fund with the Invesco fund (run by Neil Woodford) and the Liontrust fund (Jeremy Lang).” Amount (E) - Fund 30,000 - Insinger de Beaufort Multi-Manager Zeus (fund of hedge funds) 12,500 - ABN AMRO Europe Bond (European bonds) 10,900 - AXA-Rosenberg US Equity Alpha Fund (US large cap core) 10,900 - Wellington US Equity Research (US large cap core) 7800 - Pimco Total Return Fund (US fixed income) 5400 - Pimco Global Bond Fund (Global fixed income) 3200 - Gartmore CSF Cont’l Europe (lg cap grwth, Europe ex UK stocks) 3200 - Thames River European Fund (Cont’l European large cap core) 2000 - Cambrian Fund (US small/mid caps) 1600 - Invesco Perpetual High Income Fund (UK core income) 1600 - Liontrust First Income Fund (UK core income) 1600 - Martin Currie Japan (Japan large cap) 1600 - Polar Capital Japan Fund (Japan equity) 1600 - Thames River Global Emerging Markets Fund 1400 - Aberdeen Asia Pacific (Asia ex Japan core) 1400 - SVM UK Growth (UK opportunistic portfolio) 1200 - Ashmore EMLIP (sovereign high yield) 1100 - Pimco High Yield Fund 1000 - JO Hambro Continental European Fund