Investment Objective
The investment objective of the Lumyna - Sandbar Global Equity Market Neutral UCITS Fund is to achieve capital appreciation through a global equity market neutral investment approach. The PM aims to use their proprietary fundamental investment models to identify undervalued equities that they would invest in and overvalued opportunities typically within the same sector to go short. The aim is to maintain a low net or market neutral portfolio that will exhibit low correlation to equity markets.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | 0.9 | 0.0 | 0.0 | 0.8 | 0.4 | 0.7 | 0.6 | 0.7 | 0.5 | 0.1 | 0.2 | 0.5 | 0.1 | |
| 2020 | 0.6 | 0.9 | 1.0 | 0.7 | 0.5 | 0.6 | 0.1 | 0.4 | 0.6 | 0.4 | 0.2 | 0.8 | 0.4 |
