Alessandro Costa
“This month we didn’t modify our portfolio. The portfolio is well diversified and it should face the recent turmoil in international markets without experiencing many problems. In this month, all the funds in the portfolio have returned a good performance. The best results have come especially from global equity funds and from the emerging markets fund. We are still 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
8,000 Nordea European Value
6,500 Axa Optimal Income
6,500 M&G Global Basics
6,500 MFS European Eq
6,500 Protea Wintergreen
5,500 Long Term Inv Classic
5,000 Vontobel Global Value Ex US
4,500 ING Global High Dividend
4,500 UOB Kinetics Paradigm
4,000 CA Arbitrage VaR4
4,000 DWS Alpha Rent
4,000 Invesco Global Bond
4,000 Mellon Global Bond
4,000 Templeton European TR Debt
3,500 ACM Global Value
3,500 Pictet Emerging Mkts Eq
3,500 UBAM Neuberger Berman US Value
3,000 Nordea North American Value
2,500 Henderson Japanese Eq
2,500 Legg Mason Global Value
