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CNBCS&P 500 Reaches New All-Time High Amid Tech RallyJust now
BLOOMBERGFederal Reserve Maintains Interest Rates, Signals Data-Dependent Approach07:09
WALL STREET JOURNALBig Tech Earnings Beat Expectations, Stock Prices Soar05:08
REUTERSGlobal Markets Rally on Strong Economic Data04:32
BLOOMBERGOil Prices Rise on OPEC+ Production Cut Decision03:15
FINANCIAL TIMESGold Hits Record High Amid Market Uncertainty02:44
COINDESKBitcoin Surges Past $45,000 on ETF Optimism01:23
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Commodities: A Hedge and an Opportunity

We provide strategic capital and expertise to commodities opportunities. Our funds don't just invest; we partner to build lasting value.

What are Commodities?

This asset class consists of physical raw materials, which can be categorized into hard commodities (like metals and energy) and soft commodities (like agricultural products).

How We Gain Exposure

Our funds use sophisticated strategies to navigate the commodities markets:

Gold ETF & Precious Metals Funds

A liquid and efficient way to gain exposure to the price of gold and other metals, often used as a safe-haven asset.

Oil & Gas Futures Fund

Strategically trading futures contracts to capitalize on price movements in the energy sector.

Diversified Commodities Fund

A broad-based fund that spreads risk across energy, metals, and agriculture for a pure-play on the asset class.

Ideal For

Investors seeking a hedge against inflation, portfolio diversification, and tactical opportunities based on global supply and demand trends.

Risk Level

Medium to High

Key Benefits

Inflation hedge

Portfolio diversification

Geopolitical risk protection

Global demand exposure

Historical Performance

Past performance does not guarantee future results. Returns shown are net of fees.

5-Year Return

56.8%

Cumulative

Volatility

18.9%

Annual Standard Deviation

Sharpe Ratio

1.12

Risk-Adjusted Return

Annual Returns

2019
+14.3%
2020
+21.8%
2021
+18.5%
2022
-12.7%
2023
+9.4%

Disclaimer: Past performance is not indicative of future results. All investments involve risk, including the loss of principal. Performance figures are hypothetical and for illustrative purposes only.

Fund Documents & Resources

Download our comprehensive fund materials and performance reports

Commodities Market Analysis

PDF1.7 MB

Gold & Precious Metals Strategy

PDF1.4 MB

Energy Sector Outlook

PDF2.0 MB

Note: Some documents may require investor accreditation verification. Please contact our investor relations team at investors@bellator.com for access.

Ready to Learn More About Commodities?

Schedule a consultation with our investment team to discuss how this strategy can fit into your portfolio.

Bellator Family Office | Wealth Management & Private Investment