Christian Jost
“We replaced M&G American Fund with Schroder ISF US Small & Mid Cap Equity, because the latter has been performing slightly better. We feel comfortable with this investment and do not believe in a hard-landing recession scenario of the US economy as there is much potential for other future interest rate cuts by the Federal Reserve Board. Concerning European Equities, we bought HAIG MB Max Value, which convinced us with a 10 per cent performance YoY. On the bond side, we opted for an inflation-linked bond protecting against global inflation threats.”
AMOUNT (E) FUND
12,500 Capital Invest Trend Bond
10,000 HAIG MB Max Value
10,000 Julius Baer Absolute Return Bond Fund (total return global fixed income)
10,000 Ringturm Euro Bond
10,000 Springer European Plus
10,000 Threadneedle American Crescendo Fund Ltd
7,500 Threadneedle Asia Fund
6,000 AMEX WF Local Currency Emerging Market Income
5,000 C-QUADRAT ARTS Best Momentum
5,000 Credit Suisse Bond Fund (Lux) Inflation Linked (Euro)
5,000 Schroder ISF US Small & Mid Cap Equity
5,000 Threadneedle American Select Fund
4,000 Man AHL Diversified Markets EU
