Christoph Hott
“From time to time there are new investment opportunities emerging that are worth considering for a longer-term asset allocation. Unfortunately some of them are discovered by many investors at the same time, thus causing rapidly advancing asset prices. Often this results in a boom-and-bust cycle of the new asset class. Two of the recent examples are property and infrastructure equities. Usually their performance should be cash-flow oriented and thus value-style. In the case of property securities, huge inflows into the segment caused a significant over-valuation that had to be worked out in a sharp correction afterwards.”
AMOUNT (E) FUND 25,000 eb.rexx Gov. Germany 1.5-2.5 yrs (euro bond, short term) 12,000 eb.rexx Gov. Germany 2.5-5.5 yrs (euro bond, medium term) 7,500 Allianz-dit High Dividend Discount (European certificate funds, alt. investments) 7,500 MainFirst avant-garde (Europe equity, large cap growth) 7,500 Schroder Euro Dynamic Growth (Europe equity, large cap growth) 5,000 BlackRock Merrill Lynch US Growth (US equity, large cap growth) 5,000 OP Hedge Multi Strategies Plus (fund-of-hedgefunds, alternative investments) 5,000 OP Value European Equities (Europe equity, large cap value) 5,000 UBS (Lux.) European Opportunities (Europe equity, large cap blend) 4,000 DWS Bonuszertifikate (European certificate funds, alternative investments) 4,000 HSBC Trinkaus Aktienstrukturen Europa (European certificate funds, alternative investments) 2,500 AXA Rosenberg Japan Equ. Alpha( Japan equity, large cap blend) 2,500 eb.rexx Gov. Germany 5.5-10.5 yrs (euro bond, long term) 2,500 Janus Intech US Risk Managed Core (US equity, large cap growth) 2,500 Templeton Asian Growth (Asian ex Japan equity, large cap value) 2,500 WIP Pramerica US Value (US equity, large cap value)
