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 0.3 0.5 0.3 0.4 1.0 0.5 0.8 0.7 0.3 0.5 0.6 0.4 0.6
2022 0.5 1.0 0.8 0.9 0.4 0.4 0.2 0.9 0.7 0.3 0.2 1.0 0.4

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