Graham Duce
“There is no doubt the world economy will slow down in 2008, but the key question is, ‘Will the US economy fall into recession?’ The market is reacting aggressively to any signs that the world’s largest economy will retrench in 2008, as any economic report or Federal Reserve announcement is analysed for directional evidence resulting in volatile market shifts. We have introduced a new UK fund – the Cartesian UK Equity 130/30 fund – a new generation of funds able to take advantage of both rising and falling stock prices.”
AMOUNT (E) FUND
15,000 CS Bond Lux Target Return Euro (total return, long only)
15,000 M&G European Leveraged Loan Fund (senior secured debt diversifier)
14,000 Thames River Global Bond (total return OECD bonds)
11,000 JO Hambro Capital Markets Continental European (Continental European blend sector-driven equity)
10,000 Mainfirst Avant Garde (Pan-European growth concentrated equity)
8,000 Resolution Cartesian UK Equity 130/30 Fund
7,000 JPM Emerging Markets Alpha Plus (flexible total return emerging equity)
7,000 Merrill Lynch Flexible US Equity (US flexible blend)
5,000 Findlay Park US Smaller Cos (fundamental value small cap)
4,000 JPMF Tokyo Alpha Plus (pragmatic flexible trading)
4,000 Thames River High Income (global credit flexible total return)
