Robert Burdett

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From Fund Selection 01 November 2006

By PWM Editor

“Falling oil prices and a further Fed pause helped the rally from the May lows continue through September. The US led the way, with Europe showing well too and, within bonds, our portfolio’s best returns were from Mellon Global rebounding well from a difficult period earlier in the year. Japan lagged but our selection of the JPMF Tokyo Alpha Plus outperformed. Elsewhere, Findlay Park did well as did JO Hambro in both the UK and on the Continent.”

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