Peter Fitzgerald

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From Fund Selection 01 December 2007

By PWM Editor

“The past month saw a significant change to the portfolio as we reviewed every holding as well as our geographical and asset allocation. This resulted in a number of changes, such as the introduction of a number of opportunity funds, including SIM Global Best Ideas, where we delegate certain short-term tactical asset allocation decisions to a specialist manager, and the Schroder Agriculture Fund, which provides exposure to soft commodities. Other notable changes were a reduction in the allocation to both Japan and US equities, and an increase in the allocation to Emerging Markets.”

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