Lumyna - MW TOPS UCITS Fund

Investment Objective

To provide consistent absolute returns primarily through investing in equities of companies incorporated in or whose principal activities are in Europe. The Fund aims to achieve this by capturing the alpha residing in the stock ideas of contributors within the wider broker community throughout developed Europe. The MW TOPS UCITS fund aims to generate an annualised return (after payment of fees and expenses) of 10-15% with a volatility target of 6-8%.

Latest Meeting Note

Rating Upgrade 30 Mar 2016

Since delivering excellent performance almost every year since inception we have upgraded the MW TOPS fund from a four to five-star rating. With the exception of 2010, the fund has consistently outperformed the AH Equity L/S Index across... Read more

Since delivering excellent performance almost every year since inception we have upgraded the MW TOPS fund from a four to five-star rating. With the exception of 2010, the fund has consistently outperformed the AH Equity L/S Index across the last six years since launch, delivering an annualised return of 8.8% at a volatility of 4.7% which gives an impressive Sharpe ratio of 1.8. The fund is now hard closed.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2022 1.0 0.3 1.0 0.3 0.0 0.2 0.0 0.6 0.2 0.6 0.0 1.0 0.6
2021 0.4 0.0 0.5 0.8 0.8 0.4 0.5 0.4 1.0 0.3 0.8 0.7 0.5

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Close 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.