Alessandro Costa
“During the last month we didn’t make any change to our portfolio. Low turnover in the portfolio is a goal of our activity, especially considering the present conditions of financial markets, marked by persisting high volatility. We think that the portfolio is well diversified and that the selected fund managers have the skill to withstand the persisting global financial crisis, like Graham French (M&G Global Basics), Tom Stubbe Olsen (Nordea European Value) and Chris Palmer (Gartmore Emerging Markets Equities).”
AMOUNT (E) FUND
11,500 M&G Global Basics
9,500 M&G UK Recovery
9,500 Templeton Mutual European
8,500 ING Global High Dividend
8,500 MFS European Eq
8,000 Nordea European Value
7,500 DWS Global Value
6,000 Vontobel Global Value Ex US
4,500 UOB Kinetics Paradigm
4,000 ACM Global Value
4,000 Gartmore Emerging Mkts Eq
4,000 Henderson Japanese Eq
4,000 UBAM Neuberger Berman US Value
3,000 Janus US Strategic Value
2,500 Dexia Euro Bond
2,500 Long Term Inv Classic
2,500 Mellon Global Bond
