Lumyna-MW TOPS UCITS Fund - USD B (acc)
ISIN LU2367648859 / Valor 11509610
Lumyna-MW TOPS UCITS Fund - USD B (acc)
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General Objective
The fund aims to provide investors with consistent positive performance primarily through investing in the equities of companies incorporated or active in Europe. The fund may also invest in debt securities, both government and corporate, and is actively managed without reference to a benchmark.
Fund Exposure
The fund focuses on investing in European equities and debt securities, with no specific sector focus. The investment process involves collecting and analyzing investment ideas contributed by brokers and market professionals, refined by Marshall Wace's TOPS investment process. The fund may use derivatives to achieve its investment objective, with leverage achieved solely through derivatives.
Risks
The fund is exposed to risks such as derivatives risk, where fluctuations in the value of assets may impact the fund, and equity risk, where changes in stock market movements or a company's financial condition may affect the value of equities within the fund. Additionally, counterparty risk is present, where the other party to a transaction may fail to fulfill contractual obligations, exposing the fund to financial losses. The fund is rated 5 in terms of risk due to the nature of its investments.
Source
https://www.lumyna.com/share/LU2367664203
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