Alessandro Costa
“Global equities rallied further in December, increasing by almost 3 per cent on average. In particular, the year ends with an average equity performance over 16 per cent with a strong return coming up from European and Emerging markets. We continue to believe that equity valuations are appropriate for further upside. In December we didn’t change the fund selection or asset allocations, our portfolio remain overweight on equities relative to the bonds.”
Amount (E) Fund
8,000 Nordea European Value
7,000 Axa Optimal Income
7,000 DWS Forex Strategy
6,000 Vontobel Global Value
6,000 GLG Capital Appreciation
6,000 Invesco GT Global Bond
6,000 M&G UK Recovery
6,000 Mellon Global Bond
5,000 MFS European Value
5,000 Protea WinterGreen Fund
4,000 Parvest Euro Bond Opp
4,000 CA Funds Arbitrage Var4
4,000 DWS Alpha Rent Global
4,000 ING Global High Dividend
4,000 SISF European Alpha
3,000 Legg Mason US Value
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
