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 | |
2025 | 2.3* | -1.1 | -1.3 | 2.0 | 2.9 | -0.2 | -0.6 | -1.4 | 3.0 | 5.5 |
*Since inception (January 10th 2025) to January 31st 2025.
Figures based on month-end NAVs
Statistics (in %) as of 30 sep 2025
Performance | Risk | |||||||
1M | 3M | 6M | 1Y | 3Y | Since inception | Annualized volatility | Max DD | |
Fund | 3.0 | 0.9 | 5.7 | - | - | 5.5 | 6.5 | -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 in the news – May 2022
A hybrid strategy to beat inflation May 6th, 2022As fears of prolonged inflation resurface in an environment of economic stagnation, investors are concerned about how to protect themselves against capital erosion. Fortunately, the Prosper Global Macro fund provides an...
Prosper Global Macro in the news – April 2022
The Fed : Deciding between two policy mistakes Patrick Armstrong, Prosper Global Macro fund manager, published a short video where he analyses the Fed rate hikes scenarios, between inflation and recession (click on the picture below to watch the video)...
Prosper Global Macro – Presentation – April 7th, 2022
INVITATION - April 7th, 2022 Prosper invites you to meet in Geneva Patrick ArmstrongCIO of Plurimi WealthManager of Prosper Global Macro & Plurimi IA Global Equities StrategiesAGENDAThursday, April 7th Breakfast presentation8.15 : Coffee8.30 :...
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