Lumyna - MW TOPS (Market Neutral) UCITS Fund

Investment Objective

The fund aims to provide consistent absolute returns by capturing the value residing in the stock ideas of contributors from investment banks, research boutiques and local brokers worldwide. The Fund aims to generate an annualised return (after payment of fees and expenses) of 8% to 10% while targeting a low volatility level of 3% to 5%.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.4 0.6 0.0 0.8 0.8 0.3 0.5 0.2 0.6 0.3 0.8 0.4 0.2
2022 0.7 0.1 1.0 0.4 0.6 0.2 0.8 0.8 0.4 0.1 0.1 0.5 0.7

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Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.