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%).


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Performance
Historical monthly returns (in %)
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
| 2026 | 0.7 | 0.7 | |||||||||||
| 2025 | 2.3* | -1.1 | -1.3 | 2.0 | 2.9 | -0.2 | -0.6 | -1.4 | 3.0 | 2.8 | 1.5 | 0.8 | 11.1 |
*Since inception (January 10th 2025) to January 31st 2025.
Figures based on month-end NAVs
Statistics (in %) as of 30 jan 2026
| Performance | Risk | |||||||
| 1M | 3M | 6M | 1Y | 3Y | Since inception | Annualized volatility | Max DD | |
| Fund | 0.7 | 3.1 | 7.6 | 9.3 | - | 11.8 | 5.8 | -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 | CA Indosuez Funds Solutions |
| 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 | CACEIS Bank, Luxembourg Branch |
| Auditors | PWC (Luxembourg) |
| Registration for distribution | GB, LU |
PLURIMI WORLD LONG SHORT EQUITY LATEST NEWS
Prosper Global Macro – 2024 Manager Outlook
PLURIMI 2024 OUTLOOK Patrick Armstrong published his macro review of 2023 and outlook for 2024. Below is a summary of the PLURIMI - 2024 Perspective report (November 22nd, 2023).2023 REVIEW - Central banks continued to tighten and bond yields rose more than...
Prosper Global Macro – Presentation – June 22nd, 2023
INVITATION - June 22nd, 2023 Prosper & NCM invites you to meet in Geneva Patrick ArmstrongFund Manager ofProsper Global Macro (***** Morningstar)& Plurimi AI Global Equity Strategies Hans UlriksenNCM CEOAGENDAThursday, June 22nd 2023 ...
Prosper Global Macro in the news – January 2023
Prosper Global Macro : Outlook 2023 Investir.ch, January, 20th 2023 Patrick Armstrong, Manager of the Prosper Global Macro fund, was in Geneva to share his macroeconomic views for 2023 with his investors, views that are reflected in the positioning of his Global Macro...
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