FWU Protection Fund SICAV Forward Lucy Low Risk Equity Strategy CI - USD header image

FWU Protection Fund SICAV Forward Lucy Low Risk Equity Strategy CI - USD

Fund

ISIN LU2459147927 / Valor null

NAV (2025-11-20)
USD 122.97-0.19%

FWU Protection Fund SICAV Forward Lucy Low Risk Equity Strategy CI - USD
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FWU PFS Forward Lucy Low Risk Eq Stgy seeks to maximize long-term growth by investing mainly in stocks of companies from major developed markets around the world. The actively managed portfolio closely follows the MSCI World Index but adjusts the weightings and includes selected companies outside the benchmark to seize specific investment opportunities. In addition to direct equity holdings, the fund may use derivatives, futures, and basic option strategies to help manage risk and enhance returns. This approach is designed to maintain a lower risk profile and reduce volatility compared to the broader market and other Forward Lucy equity funds.

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Tags:
msci world developed markets lower risk

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OTHER SHARE CLASSES OF THIS FUND

FWU Protection Fund SICAV Forward Lucy Low Risk Equity Strategy CR - EUR
FWU Protection Fund SICAV Forward Lucy Low Risk Equity Strategy CR - EUR FWU Protection Fund SICAV Forward Lucy Low Risk Equity Strategy CR - EUR
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Annual Return

-50%0%+50%

Risk level

110
-0.02%EUR 109.14
FWU Protection Fund SICAV Forward Lucy Low Risk Equity Strategy CI - USD II
FWU Protection Fund SICAV Forward Lucy Low Risk Equity Strategy CI - USD II FWU Protection Fund SICAV Forward Lucy Low Risk Equity Strategy CI - USD II
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Annual Return

-50%0%+50%

Risk level

110
-0.20%USD 127.60