From
Fund Selection
01 November 2006
Christian Jost
"Our portfolio has remained unchanged, letting us fully participate in the excellent development of all our positions. The equity as well as the bond portions have proven our re-allocation decisions of August/September to have been right. The same is true about our alternative investments and our asset class mix as a whole. At the moment we follow the old rule: let your winners run.”
Amount (E) Fund
12,000 Anglo Irish Active Income
12,000 Kathrein Euro Bond T
12,000 Spaengler Spar Trust M T
10,000 Coreolan Europe B
8,000 M&G American Fund
8,000 Vitruvius Japanese Equity
8,000 Cash
7,500 Oyster European Opportunities
7,500 UBS US Value
5,000 Invesco Absolute Return Fund
5,000 JPMorgan EM Equity Fund
5,000 Patrimoine CA-AM VAR8
