Marjolijn Breeuwer
“It is common for investors to get overconfident and believe they have a higher risk tolerance than they really have following extended gains in the markets. We have experienced a substantial bull market over the past three years and it is important not to lose sight of the fact that equity markets can also lose money over extended periods. We rebalance our portfolios back to their strategic asset allocation on a monthly basis and this discipline ensures that we will not become over-exposed to a rising equity market. For our equity exposure, we continue to prefer managers who do not slavishly follow an index.”
Amount (E) Fund 30,000 Insinger de Beaufort Multi-Manager Zeus Hedge fund of funds.
12,800 ABN AMRO Europe Bond European Bonds
10,600 Thames River Global Bond Global Fixed Income – Absolute Return
6600 Pimco Total Return US Fixed Income
4000 Artemis European Growth Continental-European core – quant based
4000 JO Hambro Continental European Continental-European fund (predominantly large & mid cap stocks) blend pragmatic approach
4000 Odey Pan European Top-down Pan-European. Theme driven
3000 IdB Equity Income European Equity – high dividend
3000 Thames River Global Emerging Markets Equities
2500 Aberdeen Asia Pacific Asia ex. Japan core
2500 Invesco Perpetual High Income UK core (income)
2000 First State Asia Pacific Leaders Asia ex Japan core
1900 Polar Capital Japan equity with bias to midcap & growth stocks
1900 Schroder Tokyo Japan equity core
1500 Genus 15 Continental European Focused Long/Short
1500 Henderson Pan-European Smaller Cos Pan European Small Caps
1500 Rodina Focused Global ex-US small/midcap. Long/short
1400 Cambrian US small/mid cap portfolio
1300 Cazenove UK Growth & Income UK top-down
1300 Standard Life UK Equity High Income UK core (income)
1000 Legg Mason Japan Equity Japan small cap
1000 Orbis Japan equity
