Investment Objective
The Lumyna – MW TOPS UCITS Fund seeks to provide investors with consistent absolute returns primarily through investing and trading in global equities. The Fund targets a volatility range of 6–8% and aims to achieve this objective principally by capturing the alpha residing in the stock ideas of contributor salespeople in investment banks, research boutiques, local brokers and selected buyside firms worldwide. The Fund is actively managed, and is not managed in reference to a benchmark.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.3 | 0.9 | 0.8 | 0.5 | 0.7 | 0.1 | 0.5 | 0.6 | 0.5 | 0.3 | 0.5 | 0.6 | 0.8 | |
| 2024 | 0.6 | 0.0 | 0.0 | 0.9 | 0.6 | 0.9 | 0.5 | 0.9 | 0.3 | 0.9 | 0.3 | 0.8 | 0.4 |
