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Belmont Investments : Funds

Belmont Investments specialise in Managed Futures and Hedge Funds. These can add a useful edge to any portfolio but it must always be remembered that they can be more volatile than standard equity funds.

This is the current fund range:

Belmont Commodity Trend Fund, May 2017

The Belmont Commodity Trend Fund, Class A, recorded an approximate loss of 9.85% for the month of May, bringing the share price down to approximately $80.09. This brings the loss for the year to 18.73%

The Belmont Commodity Trend Fund, Class B, recorded an approximate loss of 9.75% for the month of May, bringing the share price down to approximately $85.06. This brings the loss for the year to 18.24%

Belmont Global Trend Fund, May 2017

The Belmont Global Trend Fund, Class A, recorded an approximate loss of 0.50% for the month of May, bringing the share price down to approximately $88.20. This brings the loss for the year to 7.60%

The Belmont Global Trend Fund, Class B, recorded an approximate loss of 0.40% for the month of May, bringing the share price down to approximately $81.47. This brings the loss for the year to 7.05

Belmont Global Opportunity Fund, May 2017

The Belmont Global Opportunity Fund, Class A, recorded an approximate gain of 0.15% for the month of May, bringing the share price up to approximately $87.01. This brings the loss for the year to 0.47%.

The Belmont Global Opportunity Fund, Class B, recorded an approximate gain of 0.25% for the month of May, bringing the share price up to approximately $102.67. This brings the gain for the year to 0.13%.

Belmont Multi-Strategy Fund, Apr 2017

The Belmont Multi-Strategy Fund, Class A, recorded an approximate loss of 0.35% for the month of April, bringing the share price down to approximately $99.64. This brings the loss for the year to 0.40%

The Belmont Multi-Strategy Fund, Class B, recorded an approximate loss of 0.25% for the month of April, bringing the share price down to approximately $100.37. This brings the gain for the year to 0.08%.

Belmont Corporate Event Fund, May 2017 

The Belmont Corporate Event Fund, Class A, recorded an approximate loss of 3.85% for the month of May, bringing the share price down to approximately $66.03. This brings the loss for the year to 6.99%

The Belmont Corporate Event Fund, Class B, recorded an approximate loss of 3.75% for the month of May, bringing the share price down to approximately $67.41. This brings the loss for the year to 6.43%

Belmont Long Short Alpha Fund, May 2017 

The Belmont Long Short Alpha Fund, Class B, recorded an approximate gain of 3.35% for the month of May, bringing the share price up to approximately $1,310.20. This brings the gain for the year to 6.11%

The Belmont Long Short Alpha Fund, Class C, recorded an approximate gain of 3.25% for the month of May, bringing the share price up to approximately $1,175.51. This brings the gain for the year to 5.48%

You can find the latest newsletter below.  Be sure to  Contact Me  for any further information on having one of these as part of your portfolio

 

 

 

 

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