Professional Wealth Managementt

Home / Fund Selection / David Bulteel

By PWM Editor

“During the month of February markets remained nervous on the back of patchy corporate earnings/economic news flow but equities generally remained ahead of levels plumbed in mid to late January. At the fund level, Fidelity Euro Bond and Thames River Global Bond, remained resilient and the least volatile reflecting continued support for areas of "safe haven status" like government or quasi-government bonds. At the other end of the spectrum in terms of risk JP Morgan Emerging Markets was the stand-out performer on the equity fund front rising by around 5 per cent in February.”

AMOUNT (E) FUND

15,000 Fidelity European Bond Fund

15,000 Thames River Euro Global Bond Fund

10,000 Artemis European Growth Fund

10,000 Fidelity European Equity Fund

10,000 Gartmore Continental European Equity

8,000 Schroder European Alpha Plus

5,000 Dexion Absolute Fund of Hedge Funds

5,000 Threadneedle Euro High Yield Bond Fund

3,500 Polar Capital Japan Fund

3,000 European Asset Value Fund

3,000 Merrill Lynch US Flexible Equity Fund

3,000 Schroder UK Alpha Plus

3,000 UBS US Equity Fund

2,000 Findlay Park US Smaller Cos

1,500 Atlantis Japan Growth Fund

1,500 JP Morgan Emerging Markets Equity Fund

1,500 Threadneedle Asia Fund

Global Private Banking Awards 2023