01/05/2022 –
- The Belvoir Global Allocation Fund is now managed by Mauro Tempini, CIO of Belvoir Capital
- Adjustment of the fund’s orientation and reduced equity exposure
- Risk of economic slowdown due to the new omicron variant
- Assumption of lower corporate earnings in 2022 compared to 2021
- In December, the Belvoir Global Allocation Fund was up 2.31% in EUR and 1.84% in CHF
Read more about the Belvoir Global Allocation Fund in the current Monthly Update written by the fund manager Mauro Tempini.