Alessandro Costa
“Despite the expectations of slower economic growth, the market continued to deliver positive returns. A high level of stock buybacks and corporate deal activity helped stocks to surge in April. These positive returns pushed the year-to-date results of the main indexes to more than five per cent in local currency. In April we have not changed our portfolios. However, we are waiting for newcomers in order to enhance the quality of our portfolios. In fact we are moving away from large and fat organisations towards small and hungry ones.”
Amount (E) Fund
9,000 CA Funds Arbitrage Var4
9,000 Parvest Euro Bond Opp
9,000 CA Funds Volatility Equity
8,000 Nordea European Value
7,000 DWS Forex Strategy
6,000 Vontobel Global Value
6,000 Invesco GT Global Bond
6,000 Mellon Global Bond
5,000 MFS European Value
5,000 Protea WinterGreen Fund
4,000 Axa Optimal Income
4,000 DWS Alpha Rent Global
4,000 ING Global High Dividend
3,000 M&G UK Recovery
3,000 M&G Global Basics
3,000 Nordea NA Value
3,000 UBAM US Value
2,000 JPMF Japan Equity
2,000 Pictet Global EM
2,000 UOB-Kinetics Paradigm
