Belmont Opportunities Fund (USD)

Offshore Trusts

ManCo List

Funds by Name

Funds by Category

Word Search

FAQ

Belmont Opportunities Fund (USD) - B

Belmont Opportunities Fund (USD) - B

	PIM Capital Management
		Belmont Opportunities Fund (USD) - B

Price

Ranking

Sector:	Global-Asset Allocation-Flexible
Size:	-

Sector Rank:	112 out of 115
(lump sum over 0.5 years to 30 Nov 2024)

Overall Rank:	521 out of 556
(lump sum over 0.5 years to 30 Nov 2024)

R20000 invested on 30 May 2024 was worth R18 829 at 30 Nov 2024
((5.85)% absolute return)

R5000 per month since 30 May 2024 was worth R30 043 at 30 Nov 2024
(0.25% annual return compounded monthly)

Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.

Focus and Objective
The Fund adopts a flexible investment strategy, not limited by the breadth of its investment opportuni..es. It may invest in liquid and illiquid instruments, including shares, bonds, collec..ve investment schemes, and deriva..ves. The strategy aims to allocate capital to opportuni..es presen..ng the highest probability of mee..ng longterm capital growth objec..ves. The Fund employs a commitment approach to measure exposure, ensuring it does not exceed 500% of the net asset value.

Technical Overview
Benchmark:	MSCI World NR USD
Base currency:	USD	Pricing system:	Forward
Formation date:	01 Jun 2023