Pierre Bonart
“Quite a few changes have taken place this month regarding fund selection. We have concentrated our exposure to Asia and Japan equities by selling Nouvelle Croissance Japon and Nouvelle Croissance Asie and introducing Comgest Asia, which is invested in both areas according to stock-picking opportunities. We also sold our position in Capital International Global Equities and introduced Axa World Talents and OPA Monde. Both funds are more concentrated on their main convictions.”
AMOUNT (E) FUND
20,000 Louvre Multi Select Global Bond Fund
14,000 Legg Mason America Value
10,000 Comgest Asia
9000 WP Select Growth – GP Stewart (US conservative growth)
8500 T Multivalor
7500 Croissance Euro Actions (Euro growth equities)
5000 Agressor – La Financiere de l’Echiquier (small cap value)
5000 Axa World Talents
5000 OPA Monde
5000 MLIIF World Mining Fund
5000 Credit Suisse Asset Management Convertible Bond Europe
3000 Louvre Multi Select Emerging Equity
3000 Wanger AM New America Small caps
