Lumyna Proxy P Energy Transition EUR D Acc header image

Lumyna Proxy P Energy Transition EUR D Acc

Fund

ISIN LU2420407913 / Valor 11574311

NAV (2024-12-06)
EUR 76.06+0.14%

Lumyna Proxy P Energy Transition EUR D Acc
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General Objective

The objective of the Fund is to achieve long-term capital appreciation and create a positive and sustainable environmental impact primarily through investments in companies whose activities are related to Energy Transition. Energy Transition is the move away from fossil fuels to more sustainable energy sources, including efficient methods of storing and distributing energy. The Fund is actively managed and is not managed in reference to a benchmark.

Fund Exposure

To achieve the objective, the Fund takes long exposure to companies predominantly engaged in the Energy Transition theme and short exposure to companies comparatively benefitting the least in relation to the Energy Transition theme. This Fund will invest across global equity markets, with primary focus on developed markets. The Investment Manager will primarily access these equities markets through equity securities and a selection of derivatives instruments, including swaps, listed futures and options.

Risks

The Fund is rated 6 due to the nature of its investments which include risks such as sector concentration risk, small cap risk, sustainability risk, emerging market risk, derivatives risk, and equity risk. The risk category shown is not guaranteed and may change over time. The lowest category (category 1) does not mean that the investment is risk-free. Your investment is not guaranteed and its value can go down as well as up.

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Source

https://www.lumyna.com/share/LU2420407913

Tags:
Sustainable energy transition

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OTHER SHARE CLASSES OF THIS FUND

Lumyna Proxy P Energy Transition USD B Acc
Lumyna Proxy P Energy Transition USD B Acc Lumyna Proxy P Energy Transition USD B Acc Valor: 11575236
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Annual Return

-50%0%+50%

Risk level

110
-0.01%USD 74.73
Lumyna Proxy P Energy Transition USD Z Acc
Lumyna Proxy P Energy Transition USD Z Acc Lumyna Proxy P Energy Transition USD Z Acc Valor: 11574311
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.01%USD 68.71
Lumyna Proxy P Energy Transition USD D Acc
Lumyna Proxy P Energy Transition USD D Acc Lumyna Proxy P Energy Transition USD D Acc Valor: 11574316
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.70%USD 73.37
Lumyna Proxy P Energy Transition EUR C Acc
Lumyna Proxy P Energy Transition EUR C Acc Lumyna Proxy P Energy Transition EUR C Acc Valor: 11575240
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.05%EUR 63.91
Lumyna Proxy P Energy Transition USD C Acc
Lumyna Proxy P Energy Transition USD C Acc Lumyna Proxy P Energy Transition USD C Acc Valor: 11574311
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%USD 67.75