Investment Objective
The Lumyna - MW TOPS Global Titans UCITS Fund seeks to provide investors with consistent absolute returns primarily through investing and trading in the global equities. The Fund targets a volatility range of 6-16% and aims to achieve its 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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.2 | 0.2 | 0.2 | 0.2 | 1.0 | 0.7 | 0.2 | 0.5 | 1.0 | 1.0 | 0.3 | 0.0 | 1.0 | |
| 2023 | 0.0 | 0.7 | 0.3 | 0.5 | 0.1 | 0.6 | 0.5 | 0.9 | 0.4 | 0.1 | 0.3 | 0.7 | 0.5 |
