Funds Facts: April 2022 Update – Belvoir Global Allocation Fund

05/03/2022 –

  • Geopolitical uncertainties are unlikely to disappear even with negotiations between Russia and Ukraine
  • Meanwhile, global economic growth is slowing and historically high inflation is forcing the U.S. Federal Reserve (Fed) to adopt a more restrictive monetary policy
  • We remain overweight Swiss equities in the global country mix as they are less cyclical
  • In April, the Belvoir Global Allocation Fund was down 4.60% and is down 14.56% YTD, both figures in EUR

Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the fund manager Mauro Tempini.

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