Michael Richter
“As we still see equities as much more attractive than bonds we remain overweight in stocks, especially in Japan and in emerging markets. Furthermore we are convinced that the broad diversification of the portfolio, which now comprises equities, bonds, real estate investments and hedge-funds, will continue to pay off. We feel quite comfortable with the current asset allocation and therefore nothing has been changed.”
Amount (E) Fund
10,000 Meinl European Land (Real estate Eastern Europe)
10,000 Magna Global Emerging Markets Equity
8,000 Dexia Inflation Linked Bond Fund
7,000 American Express Epic Global Emerging Market Short Term Bond Fund ?-hedged
7,000 BondPortfolio Preferred Securities
6,000 AXA Rosenberg Japan Equity Alpha
6,000 M&G Global Leaders (Equity global)
6,000 Fidelity European Growth
6,000 Spaengler Cash Trust
5,000 Henderson HF Asian Property Fund
5,000 American Express European Small & Mid Cap
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
4,000 First State Global Resources Long/Short Equity Fund
4,000 DIT Europazins (Austria) (European investment grade bonds)
