Marjolijn Breeuwer
“Going into 2006, we maintain our low equity exposure to US managers and instead favour managers in Europe, the UK, Asia and emerging markets, who receive an increased allocation again this month. In Europe we sold out of Liontrust First Income and added IdB Equity Income to the model portfolio. One of the key aspects of our investment approach is to reduce our reference to the traditional equity markets indices. IdB Equity Income invests in defensive higher income and/or attractively valued European equities with defensive characteristics.”
Amount (E) Fund
30,000 Insinger de Beaufort Multi-Manager Zeus
12,800 ABN AMRO Europe Bond
10,600 Thames River Global Bond
6,600 Pimco Total Return
4,000 Artemis European Growth
4,000 JO Hambro Continental European
4,000 Odey Pan European
3,000 Thames River Global Emerging Markets
2,500 Aberdeen Asia Pacific
2,500 Invesco Perpetual High Income
2,000 IdB Equity Income
2,000 First State Asia Pacific Leaders
1,900 Polar Capital Japan
1,900 Schroder Tokyo
1,500 Genus 15
1,500 Henderson Pan European Smaller Companies
1,500 Rodina
1,400 Cambrian
1,300 Cazenove UK Growth & Income
1,300 Standard Life UK Equity High Income
1,000 AXA-Rosenberg US Equity Alpha
1,000 Legg Mason Japan Equity
1,000 Wellington US Equity Research
700 Liontrust First Income
