Robert Burdett
“Risk continued to be rewarded in January with higher beta markets in Asia and sectors like technology running strongly which suited out geographic bias. Similarly, equities made money while bonds fared less well, suiting our split of allocations, further aided by a strong performance within bonds from Credit Suisse Target Return. After a another strong month, we have chosen to return our equity bond split to neutral 50:50, trimming the Blackrock MLIF US Flexible fund and adding to the aforementioned Credit Suisse Target Return on account of its total return objective.”
Amount (E) Fund
18,000 CS Bond Lux Target Return Euro (total return, long-only)
15,000 Thames River Global Bond (total return OECD bonds)
13,000 JO Hambro Capital Markets Continental European (Continental European blend sector driven equity)
13,000 Mellon UG Global Bond (global macro bonds)
10,000 Mainfirst Avant Garde (pan-European growth concentrated equity)
8,000 JO Hambro Capital Markets UK Growth (UK blend active)
5,000 BlackRock MLIF Flexible US Equity (US flexible blend)
5,000 JPMF Tokyo Alpha Plus (pragmatic flexible trading)
4,000 Thames River Global Emerging Markets (pragmatic emerging equity)
4,000 Thames River High Income (global credit flexible total return)
3,000 Findlay Park US Smaller Cos (fundamental value small cap)
2,000 Aberdeen Asia Pacific (fundamental quality multi-cap)
