Robert Burdett
“Our portfolio’s Japanese over-weight gave back some of the gains of the year so far, but elsewhere in peer group terms a number of funds performed well. Both Thames River Global Bond and Mellon Global Bond outperformed their sector. We intend to stick to our asset allocation though this volatile period, as the fundamentals continue to support our stance, and our managers are doing a good job on the defensive tack.”
Amount (E) Fund
13,000 Credit Suisse Bond Lux Target Return Euro (total return, long only)
13,000 Jo Hambro Capital Management Continental European (European blend sector driven equity)
13,000 Thames River Global Bond (total return OECD bonds)
12,000 Schroder ISF European Alpha(pan European GARP)
10,000 Mellon UG Global Bond (global macro bonds)
9000 Baring High Yield Bond (high yield debt)
7000 JO Hambro Capital Management UK Growth
6000 Atlantis Japanese Opportunities (Japanese Garp equity small cap)
5000 BDT Invest Asia (equity)
4000 Thames River Global Emerging Markets (emerging equity)
3000 Legg Mason Strategic Value (US large cap value)
3000 Nordea American Value (US equity mid and small cap value)
2000 GAM Star America Focus (us large cap blend)
