Professional Wealth Managementt

By PWM Editor

“This month we added a global equity fund to our portfolio, Long Term Investment Classic Fund of Strategic Investment Advisors. However, our equity exposure has remained the same, as we haven’t modified the asset allocation of the portfolio. The addition derives solely from fund picking, as a result of our research work. We are still monitoring the market, looking for new funds that could be included in our portfolio, especially from smaller and more specialised fund houses.”

 

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