Peter Fitzgerald

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From Fund Selection 01 July 2007

By PWM Editor

“The allocation is now 45 per cent equities, 45 per cent alternatives and 10 per cent fixed income. In May, we increased the allocation to the JPM Emerging Market Alpha Plus Fund. We also increased the allocation to European equities by again reducing bond exposure. We also increased the allocation to alternatives and invested 5 per cent of the portfolio in the JPM Highbridge Statistical Market Neutral Fund. Both the Emerging Market Alpha and Highbridge funds are already soft closed, underlining the need to react quickly to new fund launches before they close to new money.”

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