Lumyna-MW TOPS (Market Neutral) UCITS Fund - GBP B (acc) header image

Lumyna-MW TOPS (Market Neutral) UCITS Fund - GBP B (acc)

Fund

ISIN LU2367663734 / Valor 11471966

NAV (2025-04-22)
GBP 217.77-0.35%

Lumyna-MW TOPS (Market Neutral) UCITS Fund - GBP B (acc)
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General Objective

The fund aims to provide investors with consistent positive returns primarily through investing in global equities, with the possibility of also investing in debt securities, actively managed without reference to a benchmark.

Fund Exposure

The fund invests in equities and financial derivative instruments, with a systematic approach based on investment ideas and scoring from third-party contributors and market professionals. The portfolio is diversified and not focused on any specific country or sector, with leverage achieved through derivatives.

Risks

The fund is exposed to equity risk, emerging market risk, and Stock Connect risk. Additionally, there are risks associated with derivatives, counterparty risk, and the potential for fluctuations in the value of the fund. Investors should be aware that their investment is not guaranteed and its value can go down as well as up.

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Source

https://www.generali-investments.de/de/de/professional/fund-page/lumyna-marshall-wace-ucits-sicav-lumyna-mw-tops-(market-neutral)-ucits-fund-usd-b-(acc)-LU2367664039

Tags:
global equities debt securities

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OTHER SHARE CLASSES OF THIS FUND

Lumyna-MW TOPS (Market Neutral) UCITS Fund - USD F (acc)
Lumyna-MW TOPS (Market Neutral) UCITS Fund - USD F (acc) Lumyna-MW TOPS (Market Neutral) UCITS Fund - USD F (acc) Valor: 11497407
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.36%USD 150.41
Lumyna-MW TOPS (Market Neutral) UCITS Fund - EUR F (acc)
Lumyna-MW TOPS (Market Neutral) UCITS Fund - EUR F (acc) Lumyna-MW TOPS (Market Neutral) UCITS Fund - EUR F (acc) Valor: 11471961
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.35%EUR 166.96
Lumyna-MW TOPS (Market Neutral) UCITS Fund - EUR D (acc)
Lumyna-MW TOPS (Market Neutral) UCITS Fund - EUR D (acc) Lumyna-MW TOPS (Market Neutral) UCITS Fund - EUR D (acc) Valor: 11472072
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.36%EUR 179.32
Lumyna-MW TOPS (Market Neutral) UCITS Fund - EUR F1 (acc)
Lumyna-MW TOPS (Market Neutral) UCITS Fund - EUR F1 (acc) Lumyna-MW TOPS (Market Neutral) UCITS Fund - EUR F1 (acc) Valor: 11471961
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.35%EUR 187.75
Lumyna-MW TOPS (Market Neutral) UCITS Fund - EUR D (dis)
Lumyna-MW TOPS (Market Neutral) UCITS Fund - EUR D (dis) Lumyna-MW TOPS (Market Neutral) UCITS Fund - EUR D (dis) Valor: 11497431
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.36%EUR 157.19
Lumyna-MW TOPS (Market Neutral) UCITS Fund - USD F1 (acc)
Lumyna-MW TOPS (Market Neutral) UCITS Fund - USD F1 (acc) Lumyna-MW TOPS (Market Neutral) UCITS Fund - USD F1 (acc) Valor: 11497436
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.36%USD 216.48
Lumyna-MW TOPS (Market Neutral) UCITS Fund - GBP D (acc)
Lumyna-MW TOPS (Market Neutral) UCITS Fund - GBP D (acc) Lumyna-MW TOPS (Market Neutral) UCITS Fund - GBP D (acc) Valor: 11472073
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.36%GBP 187.17
Lumyna-MW TOPS (Market Neutral) UCITS Fund - GBP F (acc)
Lumyna-MW TOPS (Market Neutral) UCITS Fund - GBP F (acc) Lumyna-MW TOPS (Market Neutral) UCITS Fund - GBP F (acc) Valor: 11492142
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.35%GBP 178.04
Lumyna-MW TOPS (Market Neutral) UCITS Fund - EUR B (dis)
Lumyna-MW TOPS (Market Neutral) UCITS Fund - EUR B (dis) Lumyna-MW TOPS (Market Neutral) UCITS Fund - EUR B (dis) Valor: 11497533
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.35%EUR 169.54
Lumyna-MW TOPS (Market Neutral) UCITS Fund - EUR B (acc)
Lumyna-MW TOPS (Market Neutral) UCITS Fund - EUR B (acc) Lumyna-MW TOPS (Market Neutral) UCITS Fund - EUR B (acc) Valor: 11471966
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.35%EUR 196.46