Blokland Smart Multi-Asset Fund - Factsheet March 2025: Negative sentiment
The fund dropped significantly in March, driven by weak equities and a stronger euro. Gold provided support, while Bitcoin and the Emergency Brake helped limit risk.
We have published the Blokland Smart Multi-Asset Fund Factsheet for March. Here are the key highlights:
📉 Negative return in March
The fund declined by -3.5%, bringing the 2025 year-to-date return to -2.1%; since inception in January 2024, the return stands at +22.5%.📊 Global equities under pressure
The MSCI World Index fell by 8%, driven by profit-taking in U.S. equities and a strong euro (+4% vs. the U.S. dollar).🪙 No Bitcoin exposure in March
Despite a 6% decline in Bitcoin (in euros), the fund held no position, which helped protect overall performance.🟡 Gold rises again
Gold gained nearly 6% in euro terms, once again demonstrating its role as a stabilising force in the portfolio.🛑 First activation of Equity Handbrake
A drop of over 10% in the S&P 500 triggered the Emergency Brake, which reduced portfolio risk.🌍 Economic and geopolitical uncertainty
Weaker U.S. data, inflation concerns, and global tensions keep investors cautious, though it's too early to assume a full-blown recession.
Please find the latest Factsheet here:
Interested in the Blokland Smart Multi-Asset Fund?
Contact me at jeroen@bloklandfund.com or visit the website.
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Kind regards,
Jeroen
