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MEET THE SELECTORS PRODUCTS GAYATHRIDEVARAKONDA


FUNDRESEARCHANALYST, DEUTSCHEBANKWEALTH MANAGEMENT BASEDIN:LONDON,UK


“After having been one of the strongest performers this year, USequities lost groundin September with theS&P500 and theNASDAQ100 losing -3.8 per cent and-5.7 per cent respectively. Fixedincome had a goodmonth withUS treasuries andgilts returning 0.2%per cent and1.6 per cent respectively. Silver’s strong rallycameto a halt as the metal registered -17.4 per cent return.Theportfolio’s fixed incomesovereign exposure performedwell while emergingmarketand USgrowth exposure proved a dragonperformance.We madenochanges.”


SILVIATENCONI


MULTIMANAGER INVESTMENTS& UNIT LINKED, EURIZONCAPITAL SGR,BASEDIN: MILAN, ITALY


“InSeptember, the performanceof theportfolio was slightlynegative, with Baillie GiffordJapanese Equity beingthe biggest contributor.During the month, the Japanese market outperformed the other developedmarkets, as did emergingmarkets. The strengthening of the dollar added to performance.News of the secondwave of Covid in Europe andthe upcomingUS elections are bringingsome uncertainty to themarkets. That said,wemaintain a positive viewonrisky assets. Wekeep our allocation unchanged.”


RICHARDTROUE


FUNDMANAGER,HARGREAVES LANSDOWNFUNDMANAGERS BASEDIN: BRISTOL,UK


“TheUKmarket is heavily out of favour. Blame Covid-19, Brexit, hedge funds shorting themarket, or passive funds rebalancingaway fromthe UK. Blameall of the above. Butdon’t forget the best time to invest is oftenwhen it feels mostuncomfortable. TheUK hasn’t gotmuchofwhat’s in favour rightnow(big tech), anddividends have been decimated. They’ll rebound in time thoughandvaluations can only get so low before private equityandforeign buyersswoopin. I still think a core of good-qualityUKfunds will serve long-term,UK-based investorswell.”


AMOUNT (€)


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


FIXED INCOME 9,500


CASH 9,500


100,000 SUMMARY Equity


Fixed income Alternatives Cash


THIS MONTH 81,000


9,500 0


9,500 100,000 AMOUNT (€)


EQUITY 9,000 8,000 7,000 7,000 7,000 6,000 6,000 5,000 2,000


FIXED INCOME 13,000 10,000 10,000


ALTERNATIVES 4,000 4,000 2,000


100,000 SUMMARY Equity


Fixed income Alternatives Cash


THIS MONTH 57,000


33,000 10,000 0


100,000


LAST MONTH 57,000


33,000 10,000 0


100,000 PWMNET.COM 73


LAST MONTH 81,000


9,500 0


9,500 100,000 FUND NAME Wellington US Research


Allianz Europe Equity Growth MFS European Research Vanguard US Opportunities JPMorgan Europe Equity Plus UBS ETF MSCI USA SRI UCITS Vontobel US Equity


Fidelity European Dynamic Growth MFS Global Equity M&G Global Dividend


Robeco US Select Opportunities Baillie Gifford Worldwide Jap Fund Fisher - Emerging Markets Equity JPMorgan Emerging Markets Opps Investec Asia Pacific Equity


Eurizon Fund Absolute High Yield Eurizon Fund - Treasury EUR T1 SECTOR US Equity


European Equity European Equity US Equity


European Equity US Equity US Equity


European Equity Global Equity Global Equity US Equity


Japanese Equity Emerging Equity Emerging Equity Asia ex Japan


Flexible Bond Cash Euro


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


FUND NAME Findlay Park American Fund


Stewart Investors Asia Pacific Leaders Crux European Special Situations GLG Japan CoreAlpha


Lindsell Train Global Equity Artemis Income


JO Hambro UK Equity Income Majedie UK Equity


Marlborough UK Micro-Cap Growth


Invesco Perpetual Tactical Bond M&G Global Macro Bond


Royal London Sterl Extra Yield Bond


Pyrford Global Total Return Trojan


BNY Mellon Real Return


SECTOR


US equity – multi-cap Asia Quality


Europe Multi-Cap Japan Value


Global large Cap UK Equity income UK Equity income UK Large Cap


UK Small Cap Growth Strategic


Global Strategic Higher Yield


Total Return Total Return Total Return


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