Robert Burdett
“In the face of the market’s preoccupation with whether the US Federal Reserve is ahead of or behind the curve, we are looking through this current volatile period into the third and fourth quarters of the year, as this gives us confidence to proceed with an overweight equities view, although we will be watching geographic allocations more carefully in the near term. For now, no changes this month to funds or to asset allocation.”
Amount (E) Fund
15,000 Thames River Global Bond (total return OECD bonds)
14,000 Schroder ISF European Alpha(pan European GARP)
14,000 Jo Hambro Capital Management Continental European (European Blend sector driven equity)
13,000 Mellon UG Global Bond (global macro bonds)
13,000 Credit Suisse Bond Lux Target Return Euro (total return, long only)
5000 JO Hambro Capital Management UK Growth (UK blend active)
5000 Franklin Mutual Beacon (mixed asset, mixed approach, total return)
5000 Atlantis Japanese Opportunities (Japanese Garp equity small cap)
4000 Thames River Global Emerging Markets (pragmatic emerging equity
4000 Baring High Yield Bond (high yield debt)
4000 Legg Mason Strategic Value (US large cap value)
4000 New Star Asian Opportunities (macro/stockpicking GARP/Growth style
