Robert Burdett
“Investors have had a good start to the year in most markets, with Japan, the UK and the emerging markets leading the way and equities outperforming bonds. Laggards have been North America and continental Europe. This generally suited our portfolio over and underweight. Fund selections have performed well in general too and the exceptions that underperformed did so in character so we have no concerns at this stage.”
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 BDT Invest Asia (equity)
4000 Baring High Yield Bond (high yield debt)
4000 Legg Mason Strategic Value (US large cap value)
