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MEET THE SELECTORS PRODUCTS JAVIER ESTRADA


CHIEF INVESTMENT OFFICER. PRIVATEBANKINGCAIXABANK BASEDIN:MADRID, SPAIN


“We maintain our portfolio unchanged this month. In fixedincome, recent moves in the longpart of the curvecontinueto favourour positiononshort-termand flexible strategies.However, local currencies inemerging markets arenotperforming asweexpected.Onthe equity side,wemaintainour balancebetweengeographies. Cyclicalsandvalueremain overweight, withexposure tosmallcapstocks.Wealso maintainour presence inESG strategies,bothequityand fixedincome,climatechange, industrial technologyand infrastructure.”


AMOUNT (€)


EQUITY 11,000 10,000 5,000 5,000 5,000 5,000 3,000 3,000 3,000


FIXED INCOME 15,000 10,000 10,000 5,000


ALTERNATIVES 5,000 5,000


100,000 SUMMARY Equity


Fixed income Alternatives Cash


THIS MONTH 50,000


37,500 12,500 0


100,000


LAST MONTH 50,000


37,500 12,500 0


100,000 FUND NAME


MFS Meridian Funds - US Value Value DPAM Invest B - Equities Europ Bellevue Funds Lux - BB Entrep Invesco Japanese Equity Advant Schroder ISF Asian Opportunity William Blair SICAV - US Small BGF-WRLD Mining F-S2 Eur Hdg DWS Smart Industrial Tech-FC Nordea 1 SIC GLCL&ENV-BC Eur


DWS Invest ESG Euro Bonds Shor AXA World Funds - Global Strat LO Funds - Global Climate Bond BlackRock Global Funds - Emerg


Pictet TR - Atlas PIMCO GIS Dynamic Multi-Asset SECTOR


US Equities Value European Equities European Small Caps Japanese Equities Asian Equities


US Small Caps Equities Basis Materials Equities Industrial Tech Equities Climate Change Equites


Fixed Income Short Term Euro ESG Flexible Global Fixed Income


Global Fixed Income Climate Bonds Emerging Market Local Currency


Long/Short Equity Multi Strategy Fund


AMOUNT (€) GAYATHRIDEVARAKONDA


FUNDRESEARCHANALYST, DEUTSCHEBANKWEALTH MANAGEMENT BASEDIN:LONDON,UK


“Global equity markets were in good spirits in March 2021 withS&P 500 reaching newhighs. Q1was a tough quarter for sovereign bonds with US treasury yields rising massively, although in terms of monthly performance Marchwas better than February. March wasn’t a great month for commodities as both oil and gold registered negative returns in the month. Our value and European equities exposure helped the performance of the portfolio in March.Wemade no changes to the portfolio.”


SILVIATENCONI


MULTIMANAGERINVESTMENTS& UNIT LINKED, EURIZONCAPITAL SGR,BASEDIN: MILAN, ITALY


“In March, the performance of the portfolio was positive. Now, we are introducing two newfunds, Invesco Asian Equity and Acadian European Equity, and selling JPMorgan Emerging Markets Opportunities and Fisher Emerging Markets. We are also increasing our exposure to Europe and Asia by selling emerging markets and reducing US equities, mainly to lower our dollar exposure after the year-to-date rally. Our viewon the recovery is positive and the vaccine rollout is gaining strength in Europe, boding well for risky assets.”


EQUITY 12,000 12,000 6,000 6,000 4,000


FIXED INCOME 10,000 9,000 9,000 6,000 3,000 3,000


ALTERNATIVES 6,000 6,000 3,000


CASH 5,000


100,000 SUMMARY Equity


Fixed income Alternatives Cash


THIS MONTH 40,000


40,000 15,000 5,000


100,000 AMOUNT (€)


EQUITY 10,000 8,000 8,000 8,000 8,000 7,000 7,000 6,000 5,000 5,000 4,000 4,000 4,000 2,000 2,000


FIXED INCOME 6,000 6,000


100,000 SUMMARY Equity


Fixed income Alternatives Cash


THIS MONTH 88,000


12,000 0 0


100,000


LAST MONTH 88,000


12,000 0 0


100,000 PWMNET.COM 37 FUND NAME Wellington US Research


Allianz Europe Equity Growth Invesco Pan European Equity MFS European Research


Ninety-One European Equity Robeco US Select Opportunities Vanguard US Opportunities Acadian European Equity MFS Global Equity Fidelity World


UBS ETF MSCI USA SRI UCITS Vontobel US Equity


Investec Asia Pacific Equity Kaiors Bond Plus Lord Abbett High Yield EUR HDG SECTOR US Equity


European Equity European Equity European Equity European Equity US Equity US Equity


European Equity Global Equity Global Equity US Equity US Equity


Baillie Gifford Worldwide Japanese Fund Japanese Equity Invesco Asian Equity


Asia ex Japan Asia ex Japan


Flexible Bond US HY Eur Hdg


LAST MONTH 40,000


40,000 15,000 5,000


100,000


FUND NAME


BGF Continental European Flex Fund MS INVF Global Opportunity


Edgewood L Select US Select Growth MFS Value


Vontobel Sustainable EM Leaders


Schroders Global Credit Income Pimco Income


Wellington Global Bond


Ashmore EM Short Duration Algebris Financial Credit


BlueBay Inv. Gr. Euro Gov Bond


Franklin K2 Alt. Strategies Syquant Helium Selection Invesco Physical Gold ETC


Cash


SECTOR European equity


Thematic/Global Equity US Equity US Equity


Emerging Market Equities


Credit Investment Grade Credit Investment Grade Fixed Income Sovereigns


Fixed Income Emerging Market Credit High Yield


Fixed Income Sovereigns


Multistrategy Event Driven Gold


Cash Euro


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