Professional Wealth Managementt

By PWM Editor

“Going into 2006, we maintain our low equity exposure to US managers and instead favour managers in Europe, the UK, Asia and emerging markets, who receive an increased allocation again this month. In Europe we sold out of Liontrust First Income and added IdB Equity Income to the model portfolio. One of the key aspects of our investment approach is to reduce our reference to the traditional equity markets indices. IdB Equity Income invests in defensive higher income and/or attractively valued European equities with defensive characteristics.”

 

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