Bernard Aybran

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From Fund Selection 01 November 2007

By PWM Editor

“The overall balance of the portfolio has not changed much over the month. A new holding was added on the US equity side totalling 15 per cent of the portfolio over four funds: Kinetics, Merrill Lynch, PIM and Skandia. The extra holding is managed by Epoch Investment Partners. New Star European Growth was sold. Its sector positioning does not fit in where we intend to position our portfolio at present. We intend to seize any pullback on emerging markets to add up to this small holding, which accounts for 2.5 per cent of the portfolio. But the pace of the recent performance has prevented us from adding to it now.”

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Bernard Aybran

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