Funds Facts: March 2023 Update – Belvoir Global Allocation Fund

03/31/2023 –

  • Despite the collapse of Credit Suisse, markets were relatively stable.
  • On the fixed income side, we continue to favor high quality corporate bonds (non-bank) with a medium duration.
  • We have slightly increased our equity allocation, which currently stands at 75.6%.

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

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