Christian Jost
“We have ended our equity overweight across all regions and sectors due to the deteriorating technical situation that has become visible in most major markets. In reaction to this we focus more on absolute return strategies in our fund selection strategy, both on the equity as well as on the fixed income side. The increase of our alternative investment holdings is fully in line with our overall strategy. We have therefore added a new multi-asset fund.”
Amount (E) Fund
17,500 C-QUADRAT Traithlon (Multi-asset drawdown risk minimising)
12,000 Anglo Irish Active Income (Total return GBP corporate bonds)
12,000 Kathrein Euro Bond T (quantitative euro-bond fund)
12,000 Aberdeen Sovereign High Yield Bond Fund
10,000 Coreolan Europe B (European large cap eq)
10,000 C-QUADRAT ARTS Best Momentum (computer-based trend-following momentum driven non-discretionary)
7,500 Invesco Absolute Return Fund (absolute return hedge on curr, eq & bonds)
7,500 Patrimoine CA-AM VAR8 (value at risk = 8 /multi-asset class hedge)
6,500 Vitruvius Japanese Equity EUR (Japan multi-style euro hedged eq)
5,000 M&G American Fund (US blend large cap eq)
5,000 SGAM Equities US Relative Value
5,000 Aberdeen Global Asia Pacific Fund (fundamental quality multi-cap)
