Peter Fitzgerald
“We used the market volatility in March to reduce fixed income and increase equities and alternatives. The allocation is now 40 per cent equities, 40 per cent alternatives (hedge, property, convertibles) and 20 per cent fixed income. On the equity side, we added the JPM Emerging Market Alpha Plus Fund, which provides exposure to emerging markets, but the manager will use the full flexibility of the Ucits III powers to hedge market risk and can take exposure as low as 25 per cent with various derivative instruments. We also allocated money to property and used the IdB Real Estate Equity Fund, which is the first property hedge fund with a three-year track record.”
Amount (E) Fund
10,000 ABN AMRO Europe Bond
10,000 ARS - Market Neutral
10,000 ARS - Directional Managers
10,000 Pimco Total Return
7500 Advent Global Convertibles Securities Strategy
7500 IdB Alchemy N.V.
7000 Artemis European Growth
7000 IdB Equity Income
4000 IdB Real Estate Equity
2500 Invesco Perpetual High Income
2500 Axa-Rosenberg US Equity Alpha
2500 Wellington US Equity Research
2000 Thames River Global Emerging Markets
2000 Standard Life UK Equity High Income
2000 Aberdeen Asia Pacific
2250 Schroder Tokyo
2250 Polar Capital Japan
1500 First State Asia Pacific Leaders
1500 Rodina Fund
1500 Cambrian
1000 Cazenove UK Growth & Income
1500 Henderson Pan European Smaller Companies
1000 Genus 15
1000 JPM Emerging Markets Alpha Plus
