Dario Brandolini
“Our balanced portfolio is fairly split between equities and bonds. Although energy, gold and technology are still investment themes in our portfolio, we have introduced some selected defensive themes like water sector and global franchise strategy. On the bond side, the increasing rates scenario suggests total return bond products with flexible investment processes. Good growth perspectives in Asia continue to suggest Asia property as asset class of interest. At the geographical level, preferences go to funds managed in a very active way with an original investment process.”
Amount (E) Fund
12,000 JB Absolute Return Bond
12,000 INVESCO Bond Return Plus II - A
8,000 CAF Dynarbitrage Var4 Euur
6,000 GLG Global Convertible N - Eur
4,000 Hend Pan European Equity
4,000 GLG Capital Appreciation N - Eur
3,500 JPMF US Dynamic
3,500 GLG Performance N - Eur
3,500 FT Global Bond
3,000 MS Asian Property
3,000 MLIIF US Focused Value Eur Hdg
3,000 JPM Global Total Return A Eur
3,000 GLG North America L
3,000 GLG European Equity N
3,000 AMEX Currency Alpha Plus
2,500 UBAM NB US Value Equity A
2,500 MLIIF European Growth
2,500 Legg Mason US Value Trust
2,500 FT Technology
2,000 Pictet Water Fund R
2,000 MS Global Brands
2,000 INVESCO Nippon Select Equity
2,000 Hend Japanese Equity
2,000 FT M Beacon US Equity A
1,500 MLIIF Gold
1,500 JPMF Europe Dynamic
1,500 IXIS Loomis US Large Cap Growth
1,000 MLIIF World Energy
