Dario Brandolini
“Our portfolio is fairly balanced between bond and equity. In the euro area the investment in the mid-long maturity government bonds has been increased against funds with a total return approach. The equity component of the portfolio remains quite conservative. Our preferences go again towards defensive funds or funds with a value approach although some aggressive themes, technology for example, still remain in the portfolio.”
Amount (E) Fund
10,000 AXA WF Euro Bond 10+LT
10,000 PICTET EUR BOND R PFIF
10,000 JPM Europe Bond
9,500 CS Euro Bond B
9,500 Parvest Euro Bond C Euro
4,000 JPMF US Dynamic
4,000 Vitruvius US Eq.
4,000 MS US Value
4,000 M&G American Fund
4,000 Parvest US Value
3,500 CS Global Telecom
3,500 IXIS Oakmark Global Value
3,500 JPMF Global HealthTech
3,500 FT Technology
3,500 Hend Japanese Eq.
3,000 Pictet Water R
2,500 Vontobel European Value
2,500 Parvest Europe Alpha
2,500 JPMF Europe Dynamic
2,000 Hend European Property
1,000 Vontobel Far East A2$
