Fund Facts: February 2023 Update – Belvoir Global Allocation II Universal

02/28/2023 –

  • A trend reversal or a bear market rally?
  • Interest rates continue to rise.
  • Reallocations continue.
  • In February, the Belvoir Global Allocation II Universal Fund recorded a minus of 2.5%.

At the end of February, the fund’s equity ratio was around 74.0%, with bonds at 17.2% and cash at 9.4%.

Read more about the Belvoir Global Allocation II Universal Fund in the Monthly Update, written by the fund manager Steffen Bauke.

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