Christian Jost
“In light of rising yields, we favour off-benchmark bond investments, such as total return-orientated bond funds. We still believe that equity markets offer attractive opportunities, given the ongoing improvement in corporate earnings. European equities should profit from the economic recovery. We are cautious about US equities, but overweight Japan and the emerging markets, especially Asia. We have added a European Reits fund as well as two hedge funds in order to increase diversification.”
Amount (E) Fund
12,000 Aberdeen Sovereign High Yield Bond
12,000 Activest Total Return
12,000 Julius Baer Absolute Return Bond
10,000 JP Morgan Europe Strategic Growth
9,000 Henderson HF Pan European Property
8,000 M&G Global Leaders
6,000 Wanger European Smaller Companies
5,000 Invesco Japanese Equity
5,000 JP Morgan Emerging Markets Equity
5,000 Patrimoine CA-AM VAR8 EUR
5,000 Threadneedle American Crescendo (euro)
4,000 Merrill Lynch IIF US Flexible Equity
3,000 Aberdeen Global Asia Pacific
2,000 Schroder ISF US Small & Mid Cap Equity
2,000 VCH Expert Natural Ressources
