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From Fund Selection 01 December 2006

Peter Fitzgerald

By PWM Editor

“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.”

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