Alessandro Costa
“In the last couple of months, we have made some changes to our portfolio. We removed two funds – DWS Alpha Rent and Invesco Global Bond – and inserted a new fund, DWS TR Bond. We also increased the weight of Mellon Global Bond fund. Despite the changes, the asset allocation of the portfolio hasn’t varied. Equity market is still quite volatile, so we prefer to maintain our actual position, waiting for a clearer scenario. Nevertheless, 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 solely from fund picking.”
AMOUNT (E) FUND
8,000 M&G UK Recovery
7,000 Axa Optimal Income
7,000 Nordea European Value
6,500 M&G Global Basics
6,500 MFS European Eq
6,000 Mellon Global Bond
6,000 Protea Wintergreen
5,500 DWS TR Bond
5,500 Long Term Inv Classic
5,500 Templeton European TR Debt
5,500 Vontobel Global Value Ex US
4,500 CA Arbitrage VaR4
4,500 ING Global High Dividend
4,000 Pictet Emerging Mkts Eq
4,000 UOB Kinetics Paradigm
3,500 ACM Global Value
3,000 Nordea North American Value
3,000 UBAM Neuberger Berman US Value
2,500 Henderson Japanese Eq
2,000 Legg Mason Global Value
