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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 – Q2 2019 Manager Outlook
PLURIMI OUTLOOK - Q2 2019 Patrick Armstrong published his macro outlook for the coming quarter. Below is a summary of the PLURIMI -Quarterly Perspective (April 3rd, 2019) : Q1 REVIEW : Synchronous rally. Risk assets indicate confidence in fundamentals, while bond...
Prosper Global Macro – The 3 major risks in 2019
THE THREE MAJOR RISKS IN 2019 The article summarizes Patrick Armstrong presentation and outlook commented upon his last visit in Geneva on January 24th 2019. Read the article in French - Les 3 risques majeurs pour 2019 (FR)Full outlook available in English - 2019...
Prosper Global Macro – Presentation in Geneva – 24 january 2019
Invitation - 24th January 2019 Patrick Armstrong, Prosper Global Macro manager, will hold 2 round tables in Geneva to present his outlook for 2019, his analysis for the global markets and the subsequent portfolio positionning. Past Event PROSPER...
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TCW – Presentation – March 24th, 2022
INVITATION - March 24th, 2022 Prosper invites you to meet in Geneva Liza CrawfordMD & Head of Securitized ResearchAGENDAThursday, March 24th12.15 : Welcome drink12.30 : Presentation13.30 : Q&A LocationGeneva (place TBC)What is securitized debt...
TCW – Webinar February 14th, 2022
INVITATION - February 14th, 2022 Prosper invites you to join us on a webinar hosted by the TCW Group Fixed Income management team.AGENDAMonday, February 14 - 17:00 (CET)Webinar hosted in englishCan the markets and economy prosper in a post-stimulus world ? ...
PGM – Webinar January 18th, 2022
INVITATION - January 18th, 2022 Prosper invites you to join a webinar hosted by Patrick Armstrong CIO of Plurimi Wealth &Manager of the fundAGENDATuesday, January 18th - 11:00Webinar hosted in english Fund presentation Macro outlook for 2022 Q&A...
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