Christian Jost
“We have slightly reduced our fixed income exposure in favour of European real estate. Within the bond structure we have further reduced government exposure and upped our allocation to Fortis L Fund Credit Spread Emerging, a fund that very cleverly plays credit spreads, making us more immune to major bond indices’ movements. The equity and hedge fund side has remained unchanged, as we still see good opportunities in both fields. In the short term we are bullish on growth style equity funds in all major world regions.”
Amount (E) Fund
12,000 Aberdeen Sovereign High Yield Bond Fund
12,000 Activest Total Return
12,000 Julius Baer Absolute Return Bond Fund
10,000 JP Morgan Europe Strategic Growth
9,000 Henderson HF Pan European Property Fund
8,000 M&G Global Leaders
6,000 Wanger European Smaller Companies
5,000 Invesco Japanese Equity
5,000 JP Morgan Emerging Markets Equity Fund
5,000 Patrimoine CA-AM VAR8 EUR
5,000 Threadneedle American Crescendo (EURO)
4,000 Merrill Lynch IIF US Flexible Equity Fund
3,000 Aberdeen Global Asia Pacific
2,000 Schroder ISF US Small & Mid Cap Equity
2,000 VCH Expert Natural Resources
