Professional Wealth Managementt

By PWM Editor

“February was another volatile month for investors, with only Dexion Absolue making any sort of progression but much of this was down to discount closing as a result of the tender offer.”

AMOUNT () FUND

15,000 Fidelity European Bond Fund (European fixed int)

15,000 Gartmore Continental European Equity (European ex UK equity)

15,000 Thames River Euro Global Bond Fund (global fixed int)

13,000 Schroder European Alpha Plus (European ex UK equity)

10,000 Fidelity European Equity Fund (European ex UK equity)

5,000 Dexion Absolute Fund of Hedge Funds

5,000 Findlay Park American Smaller Cos (US small cap)

5,000 Polar Capital Japan Fund (Japan)

5,000 Threadneedle Euro High Yield Bond Fund (high yield bonds)

3,000 Blackrock US Flexible Equity Fund (US equities)

3,000 Schroder UK Alpha Plus (UK equities)

3,000 UBS US Equity Fund (US equities)

1,500 JP Morgan Emerging Markets Equity Fund (global emerging)

1,500 Threadneedle Asia Fund (Asia ex Japan)

Global Private Banking Awards 2023