Georges Wolff
“In the current highly volatile market environment we start our fund portfolio with a mixed allocation to global bond and equity funds. All funds selected have a quite defensive approach. The additional equity funds are regionally focused. As an active allocation overlay we also initiated a position in an asset allocation product from Blackrock. The current cautious positioning of the Blackrock manager enhances the defensive profile of our portfolio. At the same time the exposure to this actively managed allocation fund provides us with an opportunity to gain exposure to risky assets as soon as markets return to normality.”
AMOUNT (E) FUND
20,000 BGF Global Allocation Fund A2 USD (asset allocation neutral)
17,500 Templeton Global Bond A MDis USD (bond global)
17,500 Julius Baer BF Absolute Return-EUR B (bond global)
7,000 Sparinvest-Global Value EUR R (equity global)
7,000 DWS Global Value (equity global)
5,000 Investec American A Acc Net (equity USA)
5,000 BGF US Flexible Equity Fund A2 USD (equity USA)
5,000 Parvest USA C (equity USA)
3,000 Aberdeen Emerging Markets A Acc (equity emerging market)
3,000 GAM Star Japan Equity JPY Acc (equity Japan)
2,500 Petercam Equities Europe Dividend Cap (equity Europe)
2,500 Nordea 1 - European Value Fund BP EUR (equity Europe)
2,500 Carnegie Fund - European Equity (equity Europe)
2,500 Grande Europe A (equity Europe)
