Alessandro Costa

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From Fund Selection 01 May 2008

By PWM Editor

“In the last month we have reduced some total return fund as Credit Agricole Var 4 and we have bought some liquidity fund as Raiffeisen Euro Liquidity. The asset allocation of the portfolio was underweight in long bonds ad neutral in equities. We are always monitoring the market, looking for new funds that could be included in our portfolio. Each potential change in the portfolio will derive both from fund picking and asset allocation.”

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Alessandro Costa

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