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By PWM Editor

“Due to the latest rally on stock markets we took some profits by reducing the Magna Global Emerging Markets Fund, which had shown a strong performance over the last months. The generated liquidity was invested into the Global CC Ami fund, which follows a strategy of writing covered calls on European equities.”

Amount (E) Fund

10,000 Meinl European Land (Real estate Eastern Europe)

8,000 Dexia Inflation Linked Bond Fund

7,000 American Express Epic Global Emerging Market Short Term Bond Fund

7,000 BondPortfolio Preferred Securities

6,000 AXA Rosenberg Japan Equity Alpha

6,000 Fidelity European Growth

6,000 M&G Global Leaders (Equity global)

6,000 Spaengler Cash Trust

5,000 American Express European Small & Mid Cap

5,000 Global CC AMI

5,000 Henderson HF Asian Property Fund

5,000 Magna Global Emerging Markets Equity

5,000 Magna Global Emerging Markets Equity ?-hedged

4,000 DIT Europazins (Austria) (European investment grade bonds)

4,000 First State Global Resources Long/Short Equity Fund

4,000 Henderson Pan European Equity Multi Strategy Fund

4,000 Invesco Absolute Return Fund

4,000 Janus Risk Managed Core Fund (US equity)

4,000 Pioneer US Mid Cap Value EUR

Global Private Banking Awards 2023