Privacy guaranteed. We will not share your information.





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, Apr 2018

The Belmont Commodity Trend Fund, Class A, recorded an approximate gain of 3.15% for the month of April, bringing the share price up to approximately $70.29. This brings the loss for the year to 2.75%.

The Belmont Commodity Trend Fund, Class B, recorded an approximate gain of 3.25% for the month of April, bringing the share price up to approximately $75.67. This brings the loss for the year to 2.31%.

Belmont Global Trend Fund, Apr 2018

The Belmont Global Trend Fund, Class A, recorded an approximate loss of 0.70% for the month of April, bringing the share price down to approximately $95.30. This brings the gain for the year to 2.89%.

The Belmont Global Trend Fund, Class B, recorded an approximate loss of 0.60% for the month of April, bringing the share price down to approximately $89.26. This brings the gain for the year to 3.38%.

Belmont Global Opportunity Fund, Apr 2018

The Belmont Global Opportunity Fund, Class A, recorded an approximate gain of 1.30% for the month of April, bringing the share price up to approximately $89.12. This brings the loss for the year to 0.79%.

The Belmont Global Opportunity Fund, Class B, recorded an approximate gain of 1.40% for the month of April, bringing the share price up to approximately $106.62. This brings the loss for the year to 0.32%.

Belmont Multi-Strategy Fund, Feb 2018

The Belmont Multi-Strategy Fund, Class A, recorded an approximate loss of 0.20% for the month of February, bringing the share price down to approximately $100.76. This brings the gain for the year to 0.25%. 

The Belmont Multi-Strategy Fund, Class B, recorded an approximate loss of 0.10% for the month of February, bringing the share price down to approximately $102.77. This brings the gain for the year to 0.48%.

Belmont Corporate Event Fund:

The fund name was changed to the Belmont Global Equity Fund in 2017.

Belmont Long Short Alpha Fund, Apr 2018 

The Belmont Long Short Alpha Fund, Class A, recorded an approximate gain of 1.20% for the month of April, bringing the share price up to approximately $1,101.22. This brings the loss for the year to 0.50%.

The Belmont Long Short Alpha Fund, Class B, recorded an approximate gain of 1.30% for the month of April, bringing the share price up to approximately $1,244.57. This brings the loss for the year to 0.03%.

Belmont Global Equity Fund, Mar 2018

The Belmont Global Equity Fund, Class A, recorded an approximate loss of 0.60% for the month of March, bringing the share price down to approximately $63.35. This brings the loss for the year to 3.80%.

The Belmont Global Equity Fund, Class B, recorded an approximate loss of 0.50% for the month of March, bringing the share price down to approximately $65.49. This brings the loss for the year to 3.46%. 

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

 

 

 

 

Back to Top