Alessandro Costa
“This month we added a global equity fund to our portfolio, Long Term Investment Classic Fund of Strategic Investment Advisors. However, our equity exposure has remained the same, as we haven’t modified the asset allocation of the portfolio. The addition derives solely from fund picking, as a result of our research work. We are still monitoring the market, looking for new funds that could be included in our portfolio, especially from smaller and more specialised fund houses.”
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 Value
6,500 Protea Wintergreen
5,500 Long Term Inv Classic
5,000 ING Global High Dividend
5,000 Vontobel Global Value
4,500 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
3,500 UOB Kinetics Paradigm
3,000 Nordea North American Value
2,500 Henderson Japanese Eq
2,500 Legg Mason Global Value
