Peter Fitzgerald
“The allocation is now 45 per cent equities, 45 per cent alternatives and 10 per cent fixed income. In May, we increased the allocation to the JPM Emerging Market Alpha Plus Fund. We also increased the allocation to European equities by again reducing bond exposure. We also increased the allocation to alternatives and invested 5 per cent of the portfolio in the JPM Highbridge Statistical Market Neutral Fund. Both the Emerging Market Alpha and Highbridge funds are already soft closed, underlining the need to react quickly to new fund launches before they close to new money.”
Amount (E) Fund
10,000 Artemis European Growth
10,000 IdB Equity Income
10,000 ARS – Market Neutral
10,000 ARS – Directional Managers
7,500 Advent Global Convertibles Securities Strategy
7,500 IdB Alchemy N.V.
5,000 ABN AMRO Europe Bond
5,000 Pimco Total Return
5,000 JPM Highbridge Statistical Mkt Neutral
4,500 Invesco Perpetual High Income
4,500 AXA-Rosenberg US Equity Alpha
4000 Henderson Pan European Smaller Companies
4,000 IdB Real Estate Equity
3,000 Schroder Tokyo
3000 JPM Emerging Markets Alpha Plus
2,000 Aberdeen Asia Pacific
2,000 First State Asia Pacific Leaders
2,000 Cambrian
1000 Genus 15
