Pierre Bonart
“The main strategic allocation theme remains the attractiveness of equity markets against other traditional asset classes, especially fixed income. We therefore have a low exposure to fixed income and rather prefer to invest in a multi-strategy fund of hedge funds, which potentially give the same long-term returns for a much lower volatility. The current market has a buoyant liquidity and low real interest rates. Strong equity markets performance has to be carefully monitored since a correction is possible due to underlying risks.”
Amount (E) Fund
30,000 L Multi Hedge
7,500 Legg Mason America Value
7,500 WP Select Growth (US Conservative Growth)
7,000 Comgest Asia
7,000 Croissance Euro Actions (Euro Growth Equities)
7,000 Louvre Multi Select Global Bond Fund
5,000 Agressor - La Financiere de l'Echiquier (small cap value)
5,000 AXA World Talents
5,000 MLIIF World Energy Fund
5,000 MLIIF World Mining Fund
5,000 OPA Monde
3,000 Louvre Multi Select Emerging Equity Fund
3,000 Fortis Convertible Bond Europe
3,000 Wanger AM New America Small Caps
