AMOUNT () FUND
8,500 M&G UK Recovery
8,500 MFS European Eq
8,500 Templeton Mutual European
8,000 Nordea European Value
8,000 Vontobel Global Value Ex US
7,000 M&G Global Basics
5,500 ACM Global Value
5,500 Generali Euro Bond
5,500 ING Global High Dividend
5,500 Parvest Euro Government Bond
5,500 Templeton Mutual Discovery
5,500 UBAM Neuberger Berman US Value
5,500 Vontobel US Value
5,000 Janus US Strategic Value
5,000 UBS US Gth
3,000 Pictet Japan Eq
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Alessandro Costa
01 March, 2009
“In a market scenario of strong risk aversion, for the current month we decided not to change our strategy, which during the past months drove us to reduce the weight of actively managed funds in favour of low tracking error funds. During the last month we kept both sector and geographic allocation unchanged and in line with the benchmark of the portfolio. We also made no changes in the allocation between equity funds and bond funds.” |
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