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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, Feb 2017

The Belmont Commodity Trend Fund, Class A, recorded an approximate loss of 1.10% for the month of February, bringing the share price down to approximately $91.31. This brings the loss for the year to 7.35% 

The Belmont Commodity Trend Fund, Class B, recorded an approximate loss of 1.00% for the month of February, bringing the share price down to approximately $96.62. This brings the loss for the year to 7.12%

Belmont Global Trend Fund, Jan 2017

The Belmont Global Trend Fund, Class A, recorded an approximate loss of 4.75% for the month of January, bringing the share price down to approximately $90.92. This brings the loss for the year to 4.75%

The Belmont Global Trend Fund, Class B, recorded an approximate loss of 4.65% for the month of January, bringing the share price down to approximately $83.57. This brings the loss for the year to 4.6

Belmont Global Opportunity Fund, Feb 2017

The Belmont Global Opportunity Fund, Class A, recorded an approximate gain of 2.20% for the month of February, bringing the share price up to approximately $88.04. This brings the gain for the year to 0.71%. 

The Belmont Global Opportunity Fund, Class B, recorded an approximate gain of 2.30% for the month of February, bringing the share price up to approximately $103.50. This brings the gain for the year to 0.94%.

Altegris Millennium Fund, Oct 2016 (Closing)

This fund is closing in October 2016.  Subscribers are being offered the opportunity to participate in the new Belmont Multi-Strategy Fund.  If you are interested to partake in this then please  Contact Me immediately.

The Altegris Millennium Fund, Class B, recorded an approximate gain of 0.30% for the month of October, bringing the share price up to approximately $1,422.16. This brings the gain for the year to 1.33%.

The Altegris Millennium Fund, Class C, recorded an approximate gain of 0.20% for the month of October, bringing the share price up to approximately $1,330.98. This brings the gain for the year to 0.09%.

Belmont Multi-Strategy Fund, Feb 2017

The Belmont Multi-Strategy Fund, Class A, recorded an approximate loss of 0.25% for the month of February, bringing the share price down to approximately $100.10. This brings the gain for the year to 0.06%.

The Belmont Multi-Strategy Fund, Class B, recorded an approximate loss of 0.15% for the month of February, bringing the share price down to approximately $100.57. This brings the gain for the year to 0.28%.

Belmont Corporate Event Fund, Feb 2017 

The Belmont Corporate Event Fund, Class A, recorded an approximate gain of 2.10% for the month of February, bringing the share price up to approximately $72.42. This brings the gain for the year to 2.01%

The Belmont Corporate Event Fund, Class B, recorded an approximate gain of 2.20% for the month of February, bringing the share price up to approximately $73.66. This brings the gain for the year to 2.25%

Belmont Long Short Alpha Fund, Feb 2017 

The Belmont Long Short Alpha Fund, Class B, recorded an approximate loss of 0.95% for the month of February, bringing the share price down to approximately $1,250.26. This brings the gain for the year to 1.25%

The Belmont Long Short Alpha Fund, Class C, recorded an approximate loss of 1.05% for the month of February, bringing the share price down to approximately $1,125.81. This brings the gain for the year to 1.02%

I shall keep an updated fund list and newsletter attached here.  Be sure to  Contact Me  for any further information on having one of these as part of your portfolio.

 

 

 

 

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