Lumyna - Sandbar Global Equity Market Neutral UCITS USD X2 (inc)
ISIN LU2061572082 / Valor 50392200
Lumyna - Sandbar Global Equity Market Neutral UCITS USD X2 (inc)
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General Objective
The fund aims to gain capital appreciation by implementing a global equity, market neutral strategy. The fund is actively managed and is not managed in reference to a benchmark. The investment manager will use a strategy that provides long and short exposure to a diversified portfolio of equities, aiming to maintain a low net or market neutral portfolio with low correlation to equity markets' movements.
Fund Exposure
The fund primarily invests in equity securities and over-the-counter and/or listed derivative instruments. It may invest globally, with a focus on developed markets in Europe, North America, and Asia, representing a wide range of sectors, with a focus on issuers in the industrial, basic materials, energy, and consumer sectors.
Risks
The fund is exposed to equity risk, regulatory and operational risks, and sector concentration risk. Additionally, the fund may use derivatives for investment purposes, which are highly sensitive to changes in the value of the asset on which they are based, potentially resulting in greater fluctuations in the fund's value. The fund is rated 4 out of 7 in terms of risk, with the lowest category not indicating a risk-free investment.
Source
https://www.generali-investments.com/de/de/professional/fund-page/lumyna-funds-lumyna-sandbar-global-equity-market-neutral-ucits-fund-usd-z-(acc)-LU2061571514
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