Michael Richter
Michael Richter, head of asset management team, Epicon Investment Based in: Vienna, Austria
“As the demand for raw materials and energy should remain high in the coming months, we sold the Fidelity European Growth and replaced it with the broadly diversified First State Global Resources fund, which covers the energy and mining sector. We reduced the JPM Fleming International Bond and the American Express Epic Emerging Markets Liquidity funds and added the CSFB Tremont Investable Hedge Fund Index Certificate.”
Amount (E) Fund
10000 M&G Global Leaders (equity Global)
8000 American Express Epic Emerging Market Liquidity
8000 Meinl European Land (real estate Eastern Europe)
7000 Invesco GT Global Corporate Bond Fund (investment grade)
7000 Newton Japan Equity
7000 Oyster FFP Emerging Markets
6000 JPM Fleming International Bond
6000 First State Global Resources Fund
6000 Invesco Extra Income (global corporate bonds, focus BB rating)
6000 Griffin Eastern European (equity Eastern Europe)
6000 CSFB Tremont Investable Hedge Fund Index Certificate
5000 Pioneer US Mid Cap Value
5000 American Express European Small & Mid Cap
5000 Aberdeen Sovereign High Yield Bond (emerging markets bonds)
4000 Merril Lynch US Small Cap Value
4000 American Express Epic Global High Yield Euro
