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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, Jun 2017

The Belmont Global Trend Fund, Class A, recorded an approximate gain of 2.30% for the month of June, bringing the share price up to approximately $90.20. This brings the loss for the year to 5.50%

The Belmont Global Trend Fund, Class B, recorded an approximate gain of 2.40% for the month of June, bringing the share price up to approximately $83.43. This brings the loss for the year to 4.81%

Belmont Global Opportunity Fund, Jun 2017

The Belmont Global Opportunity Fund, Class A, recorded an approximate loss of 2.30% for the month of June, bringing the share price down to approximately $85.00. This brings the loss for the year to 2.77%.

The Belmont Global Opportunity Fund, Class B, recorded an approximate loss of 2.20% for the month of June, bringing the share price down to approximately $100.43. This brings the loss for the year to 2.06%.

Belmont Multi-Strategy Fund, Jun 2017

The Belmont Multi-Strategy Fund, Class A, recorded an approximate gain of 0.15% for the month of June, bringing the share price up to approximately $96.28. This brings the loss for the year to 3.76%.

The Belmont Multi-Strategy Fund, Class B, recorded an approximate gain of 0.25% for the month of June, bringing the share price up to approximately $97.23. This brings the loss for the year to 3.05%.

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, Jun 2017 

The Belmont Long Short Alpha Fund, Class B, recorded an approximate loss of 0.50% for the month of June, bringing the share price down to approximately $1,302.63. This brings the gain for the year to 5.50%

The Belmont Long Short Alpha Fund, Class C, recorded an approximate loss of 0.60% for the month of June, bringing the share price down to approximately $1,167.21. This brings the gain for the year to 4.74%

Belmont Global Equity Fund, Jul 2017

A new fund launching this month.  Please let me know if you are interested in this or wan further information.

The Belmont Global Equity Fund takes long and short positions in equity securities of public companies. The focus is global, with a particular emphasis on the larger markets in the US, Europe and Asia. GMT Capital acts as the investment manager of the underlying fund. Founded by Tom Claugus in 1993, the firm is based in Atlanta, but also has research offices in New York, London, Hong Kong and Denver. Currently managing in excess of $4.5bn, the firm employs 18 investment professionals and is exposed across a wide range of industry sectors. The fund seeks to significantly outperform traditional equity indices, with low levels of correlation to equity and fixed-income benchmarks. Although individual stock selection is derived from fundamental, bottom-up research approach, the overall long or short exposure to the market is based on a proprietary regression model which takes advantage of the mean-reversion tendencies of capital markets. This allows the fund to sell into market peaks and buy into market troughs.

A performance sheet for May 2017 can be found below.

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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