Marjolijn Breeuwer
“An important change has been made to the US equity portfolio as we have switched the Credit Suisse US Equity Fund for the AXA-Rosenberg US Equity Alpha Fund. We have chosen AXA’s fund as we believe that this fund, managed by advanced quantitative models, will add substantial value. Our main instrument is still the IdB Zeus Fund. We kept our 30 per cent allocation to this fund as we still feel that absolute return managers will be most able to perform successfully in current volatile markets.” Amount (E) - Fund 30,000 - Insinger de Beaufort Multi-Manager Zeus (fund of hedge funds) 12,700 - Wellington US Equity Research (US large-cap core) 12,400 - ABN Amro Europe Bond 9600 - AXA-Rosenberg US Equity Alpha Fund (US large cap core) 7600 - Pimco Total Return Fund (US bonds) 5600 - Pimco Global Bond Fund 3500 - Gartmore CSF Continental Europe (large-cap ex-UK) 3500 - Thames River European Fund (continental European large cap) 2600 - Martin Currie Japan (Japan large cap) 2200 - Barclays United Kingdom Equity Fund (UK core index-tracking) 2200 - Scottish Value Management UK Growth (UK opportunistic) 1700 - Cambrian Fund (US small/mid cap) 1600 - Genesis Emerging Markets Investment Company (emerging markets) 1400 - Aberdeen Asia Pacific (Asia ex-Japan core) 1200 - Ashmore EMLIP (sovereign high yield) 1200 - Pimco High Yield Fund 1000 - MLIIF Japan Opportunities (small cap)
