Plurimi World Long Short Equity
LU2899631977
Class I USD
1200.00 10/01/2025
An Innovative Approach to Capturing Long and Short Opportunities in Global Equities
Based on an investable strategy in place since November 2019, this long/short UCITS global equity fund applies a fundamental stock-picking approach supported by a proprietary artificial intelligence tool that analyzes over 5,000 companies across 45 countries. The fund combines a rigorous discretionary selection of 30 attractive long positions with 30 short positions in lower-quality stocks, aiming to generate an optimal risk-adjusted return. The portfolio construction is opportunistic and style-agnostic, allowing for flexibility in evolving market conditions. The fund is actively managed by a seasoned and complementary duo collaborating for the past 20 years : Patrick Armstrong, a macroeconomist, and Eugen Fostiak, a quantitative and technology specialist. The objective is to deliver 50% of the MSCI World Index performance +5% per annum over a full market cycle, while maintaining controlled volatility (target: 10%).

Potentially lower rewards
Potentially higher rewards
Performance
Historical monthly returns (in %)
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
2025 | 2.3* | -1.1 | -1.3 | 2.0 | 1.8 |
*Since inception (January 10th 2025) to January 31st 2025.
Figures based on month-end NAVs
Statistics (in %) as of 31 mar 2025
Performance | Risk | |||||||
1M | 3M | 6M | 1Y | 3Y | Since inception | Annualized volatility | Max DD | |
Fund | -1.3 | - | - | - | - | -0.2 | 6.9 | -2.4 |
First NAV : 10.jan.2025 – NAV at inception : USD 1200.
All figures based on month-end NAVs. Risk data calculated since inception.
Past performance does not guarantee nor predict future performance.
Information
Fund type | Luxembourg SICAV – UCITS V |
Income treatment | Accumulation |
Launch date | 10 January 2025 |
Base currency | USD |
Available currencies | EUR USD, GBP, CHF (hedged) |
Manager | Plurimi Wealth LLP www.plurimi.com |
Quotation (NAV calculation) | Daily (business days) |
Administrator | Degroof Petercam Asset Services |
Subscription/Redemption | 1 day notice, cut-off T-1 (5pm CET) |
Management fee | 1.0% p.a. for classes I 2% p.a. for classes P |
Performance fee | 15% p.a. (HHWM) |
Min. initial investment | None |
Lock-up | None |
Commercial fees (entry/exit fee) | By agreement : Max. 3% entry / Max. 3% exit |
Custodian bank | Banque Degroof Petercam Luxembourg SA |
Auditors | PWC (Luxembourg) |
Registration for distribution | GB, LU |
PLURIMI WORLD LONG SHORT EQUITY LATEST NEWS
Prosper Global Macro – presentation in Geneva, 26 june 2018
Patrick Armstrong, fund manager, will be in Geneva on june 26th 2018 P.Armstrong will present his microeconomic view of the first quarter 2018 and will talk about the portfolio positioning. EVENT PAST DUE PROSPER NEWS Get the latest fund managers news,...
Prosper Global Macro – Bloomberg TV interview, 5 June 2018
Patrick Armstrong, Prosper Global Macro – Bloomberg TV : “Plurimi CIO Likes Europe Industrial, Consumer Stocks” Patrick Armstrong, Investment Manager at Plurimi IM, discuss his stocks strategy, the impact of the market tensions and the perspectives of the economy in...
Prosper Global Macro – interview CNBC TV, 12 march 2018
Patrick Armstrong, CIO at Plurimi Investment Managers, relates a geopolitical risk following Donald Trump military intervention in Syria... Watch the interview... PROSPER NEWS Get the latest fund managers news, comments or analyses. Wish to be informed...
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