Peter Fitzgerald
“We continue to recommend an allocation of 40 per cent to equities, 30 per cent to alternatives and 30 per cent to fixed income. The rise over the past month for equities has been 3.5 per cent for the MSCI World index. Over the past three months, this return has been 7.4 per cent. The FTSE Allshare has returned 6.6 per cent and the FTSE 250 12.9 per cent. Few would have predicted such strong results. We will now do more active work within the various asset classes and have taken some risk off by reducing exposure to Japanese small caps and reinvested this money into US large cap managers.”
Amount (E) Fund
10,000 ABN AMRO Europe Bond
9,000 Pimco Total Return
7,500 ARS - Market Neutral
7,500 ARS - Directional Managers
7,500 ARS - Long/Short
7,500 IdB Alchemy N.V.
6,000 Advent Global Convertibles Securities Strategy
5,000 Thames River Global Bond
4,000 Odey Pan European
4,000 Artemis European Growth
4,000 JO Hambro Continental European
3,000 IdB Equity Income
2,500 Invesco Perpetual High Income
2,200 Thames River Global Emerging Markets
2,000 Standard Life UK Equity High Income
2,000 Aberdeen Asia Pacific
1,900 Schroder Tokyo
1,900 Polar Capital Japan
1,750 AXA-Rosenberg US Equity Alpha
1,750 Wellington US Equity Research
1,500 First State Asia Pacific Leaders
1,500 Rodina Fund Ltd.
1,400 Cambrian
1,300 Cazenove UK Growth & Income
1,200 Henderson Pan European Smaller Companies
1,100 Genus 15
1,000 Orbis Japan
