Our Fund in Focus this month is the BH Macro Investment Trust, a listed hedge fund which was the top performing fund on our Buy List in 2022.
BH Macro Limited is a limited liability closed-ended investment company which was incorporated on 17th January 2007 and trades on the Official List of the London Stock Exchange. The fund seeks to produce stable positive returns to its investors, independent of the market environment and has exhibited a clear diversification from risk assets over its lifetime. Exposures are mainly to global fixed income and FX markets with some exposure to other asset classes, such as equity, credit and commodities.
Points to Note:
- The Company is a feeder fund that invests all of its assets directly in Brevan Howard Master Fund Limited
- BH Master Fund is BH’s longest running fund and one of the most successful hedge funds of all time in terms of the absolute amount of money returned to investors
- The fund achieved excellent returns in 2022 during an extremely turbulent period in the markets. The price of the Sterling Class shares rose by 20.1% whilst the NAV per share rose by 21.9%.
- Investment in the Company is suitable for long term investors who can evaluate the merits and risks of such an investment and who also understand the potential risk of capital loss
As always, you should only consider the investment views contained in this BH Macro Fund update in the context of your own attitude to risk and how such choices might impact your Asset Allocation model. Should you wish to discuss your investment portfolio, please contact Harvest Financial Services on 01 2375500 or email email@example.com.
This marketing information has been provided for discussion purposes only. It is not advice and does not take into account the investment needs and objectives, financial position, risk attitude, liquidity needs, capital security needs and/or capacity for loss of any particular person. It should not be relied upon to make investment decisions.
Warning: The return may increase or decrease as a result of currency fluctuations.
Warning: The figures refer to the past. Past performance is not a reliable indicator of future results.
Warning: The value of your investment may go down as well as up. You may get back less than
Warning: The income you get from this investment may go down as well as up.