Investment Objective
Lemanik SICAV Global Strategy Fund is a flexible fund, set up according to UCITS IV rules, which applies a Global Macro investment strategy with a Top Down management philosophy. The Fund has the objective of the search of opportunities in the international equity, bond and currency markets. The fund aims to achieve a return greater than EONIA plus 3% on an annual basis by managing dynamically the total portfolio risk. In order to reach the performance objective the Management Team searches investment opportunities in equity, bond and currency markets by assuming strategic, tactical and arbitrage positions. Special emphasis is dedicated to decorrelate the portfolio from equity markets.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.5 | 0.4 | 0.6 | 0.3 | 0.1 | 0.2 | 0.3 | 0.8 | 0.0 | 0.2 | 0.8 | 0.1 | 0.6 | |
| 2022 | 0.9 | 0.4 | 0.4 | 0.0 | 0.0 | 0.3 | 0.4 | 0.4 | 0.6 | 0.1 | 0.1 | 0.8 | 0.5 |
