Lumyna Proxy P Energy Transition USD B 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:
Sustainableenergy transition
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OTHER SHARE CLASSES OF THIS FUND
Lumyna Proxy P Energy Transition EUR D Acc
Lumyna Proxy P Energy Transition EUR D Acc
Lumyna Proxy P Energy Transition EUR D Acc
Valor: 11574311
Annual Return
-50%0%+50%
Risk level
110
0.14%EUR 76.06
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
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
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
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