AMOUNT (€) FUND
15,000 Fidelity European Bond Fund (European fixed int)
15,000 Gartmore Continental European Equity (European ex UK equity)
15,000 Thames River Euro Global Bond Fund (global fixed int)
13,000 Schroder European Alpha Plus (European ex UK equity)
10,000 Fidelity European Equity Fund (European ex UK equity)
5,000 Dexion Absolute Fund of Hedge Funds
5,000 Findlay Park American Smaller Cos (US small cap)
5,000 Polar Capital Japan Fund (Japan)
5,000 Threadneedle Euro High Yield Bond Fund (high yield bonds)
3,000 Blackrock US Flexible Equity Fund (US equities)
3,000 Schroder UK Alpha Plus (UK equities)
3,000 UBS US Equity Fund (US equities)
1,500 JP Morgan Emerging Markets Equity Fund (global emerging)
1,500 Threadneedle Asia Fund (Asia ex Japan)
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David Bulteel
01 February, 2009
“We have decided to make several changes in the portfolio. We switched Artemis European into a mixture of Gartmore Cont. Europe and Schroder European Alpha Plus. We have been concerned for sometime that the Artemis quant driven process for Europe as been slightly hamstrung by sentiment driven markets. We have pulled out of European Asset Value which is a property securities fund and switched the small-cap orientated Atlantis Japan into the more broadly based Polar Cap Japan fund which has delivered returns recently. With the residual cash we topped up the Findlay Park American Smaller Cos. Fund.” |
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