Michael Richter

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From Fund Selection 01 September 2005

By PWM Editor

“The only major change we made to our portfolio, aimed at increasing the diversification in our bond segment, was the substitution of the Invesco Global Corporate Bond fund with the BondPortfolio Preferred Securities, which is managed by Spectrum Asset Management. In addition, we reduced the weighting of the AMEX Global Emerging Market Short Term Bond by 5 percentage points and initiated a holding of the Henderson HF Global Property fund, due to our positive outlook on real estate.”

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