5 reasons to invest in Ballmont World Momentum Opportunities
Ballmont World Momentum Opportunities is a flexible international momentum fund combining long- and short-term performance, tactical responsiveness and active risk management, even in the most volatile markets. An SFDR Article 8 fund, it combines transparency, ESG responsibility and constant adaptation to market cycles.
FONDS MOMENTUM
1/21/20261 min read
1. Proven performance
The figures speak for themselves: over the last four years, our strategy has consistently outperformed its benchmark index, including in the bear market year of 2022 (-9.5% vs. -18% for the MSCI World). This consistency demonstrates the robustness of our approach in different market environments.
2. Tactical responsiveness
Unlike traditional funds, Ballmont World Momentum Opportunities quickly adjusts its allocation in response to market signals. Our equity exposure range (10-90%) allows us to adapt to all scenarios: bull markets, corrections and consolidation phases.
3. Active risk management
Each position is monitored with:
Automatic stop-losses in the event of a trend reversal
Regular portfolio rebalancing
Geographical and sector diversification
Strict volatility control
4. Responsible investment
Article 8 SFDR, our fund systematically incorporates ESG criteria into its selection process. We believe that performance and responsibility are not incompatible, but complementary.
5. Total transparency
Detailed monthly reporting, comprehensive documentation, accessible team: at Ballmont, you always know where your money is invested and why.
Discover how Ballmont World Momentum Opportunities can enrich your allocation. Contact us today.
Our group
BALLMONT Properties
CC Place des Grands Hommes – 1er étage – CS 22029
33001 Bordeaux
BALLMONT Wealth Management
11 avenue Delcassé
75008 Paris
COntact details
contact@ballmont.fr
05 40 25 60 98