Fondsfakten: July 2025 Update – Belvoir Global Allocation Fund
31.07.2025 Read about the Belvoir Global Allocation Fund in the current Monthly Update written by the COO Alexandre Weintraub.
Fund Facts: July 2025 Update – Belvoir Global Allocation II Universal
31.07.2025 Read more about the Belvoir Global Allocation II Universal Fund in the Monthly Update, written by the fund manager Steffen Bauke.
Belvoir Capital appoints Alessandro Trabaldo Togna as Managing Partner and Member of the Executive Committee
17.06.2025 Belvoir Capital is pleased to announce the appointment of Alessandro Trabaldo Togna as Managing Partner since May 1st, 2025. In this capacity, he will also join the firm’s Executive Committee. Read more here For further information, we are at your disposal in personal conversations.
Strategy Update 1st Quarter 2025
10.04.2025 Think of Q1 2025 as the hangover after the sugar rush of last year. Markets experienced volatility during February, with inflation sticking, tech stocks fizzling, and Trump teasing tariffs like it was just a game…. Read more in the Strategy Update from the 1st quarter 2025. For further information, we are at your disposal […]
Funds Facts: April 2025 Update – Belvoir Global Allocation Fund
06.05.2025 Portfolio adjustments: Equity investments decreased to 59.7%, bond exposure decreased to 25.0% In April, Belvoir Global Allocation Fund lost 0.36% in EUR and 0.54% in CHF; YtD the fund is down 1.39% in the EUR tranche, while the CHF tranche lost 2.30% Read more about the Belvoir Global Allocation Fund in the current Monthly […]
Fund Facts: April 2025 Update – Belvoir Global Allocation II Universal
06.05.2025 Macroeconomics – Much weaker US, Signs of stagnation in Europe, Deflation in China Equities – First the “Liberation-Day” drop, then full recovery Bonds – Positive Government bonds, sharp recovery IG and HY bonds, after the initial drop Currencies – USD plunged due to tariffs news and weak macroeconomic data Other – Cryptos on average […]
Funds Facts: March 2025 Update – Belvoir Global Allocation Fund
04.04.2025 Markets down: Global equities fell again; US tech led the decline Trade tensions: Tariff uncertainty weighed on sentiment Europe steadier: Signs of stabilization amid global weakness Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the CFO Alexandre Weintraub.
Funds Facts: February 2025 Update – Belvoir Global Allocation Fund
07.03.2025 European markets performed strongly and reached new heights Portfolio adjustments: Equity investments decreased to 65.6%, bond exposure increased to 23.2% Long-term yields in USD and EUR declined Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the CFO Alexandre Weintraub.
Funds Facts: January 2025 Update – Belvoir Global Allocation Fund
12.02.2025 European markets performed strongly and reached new heights Portfolio adjustments: Equity investments increased to 71.49%, bond exposure decreased to 22.84% January returns: 3.2% in the EUR tranche and 2.95% in the CHF tranche Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the CFO Alexandre Weintraub.
Funds Facts: December 2024 Update – Belvoir Global Allocation Fund
09.01.2025 Markets trended sideways in December, with no year-end rally Trump euphoria lost momentum; Fed signaled to cut key rates less sharply from 2025 December returns and year-to-date returns: -1.32% and 7.89% for the EUR tranche and -1.58% and 8.51% for the CHF tranche Positioning for stability and growth in 2025 Read more about the […]