Christian Jost
“Overall we carried out three major changes to our portfolio allocation from September. We reacted to the weakening of the yen in comparison with the euro and replaced Vitruvius Japanese Equity JPY with the hedged share class of VCH Japanese Opportunities. Furthermore, we consider Threadneedle American Select Fund to be a sustainable long-term investment in the US and therefore preferred this fund to SGAM US Relative Value. Finally, we substituted MPC Competence Europa Methodik AMI with JPMorgan Europe Strategic Growth, because we believe that the European growth story can continue.”
Amount (E) Fund
12,500 C-QUADRAT Absolute Euro Bond
10,000 C-QUADRAT Absolute Euro Long / Short
10,000 C-QUADRAT Triathlon (Multi-Asset drawdown risk minimizing)
10,000 Julius Baer Absolute Return Bond Fund (Total Return Global Fixed Income)
10,000 Kathrein Euro Bond T (quantitative EURO-Bond Fund)
10,000 JPMorgan Funds - Europe Strategic Growth Fund
10,000 Springer European Plus
7,500 Threadneedle Asia Fund
5,000 C-QUADRAT ARTS Best Momentum (computerbased trend- following momentum driven non-discretionary)
5,000 M&G American Fund (US Blend Large Cap Eq)
5,000 Threadneedle American Select Fund
5,000 VCH Expert Japan Opportunities
