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Prosper Global Macro
LU0927891365
CLASS I EUR
100.00 17/11/2017
Multi asset global macro fund which aims to beat inflation.
Diversified multi-asset fund combining discretionary macro allocations, stock selection aided by artificial intelligence & machine learning and quantitative risk management. The objective is to beat inflation by +5% per annum over a market cycle within the limits of a risk budget (maximum MVaR of 8%). Hybrid between a hedge and a long-only fund, its approach is dynamic, flexible, can be long or short, with a real return objective. Its managers Patrick Armstrong and Eugen Fostiak from Plurimi Wealth have received numerous industry awards since the fund was launched in 2014.
Fund Manager introduction (3 min)
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Performance
Historical monthly returns (in %)
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
| 2025 | 2.1 | 0.7 | -1.7 | -1.8 | 1.3 | -0.2 | 0.8 | 1.1 | |||||
| 2024 | 0.9 | 0.4 | 1.5 | -0.8 | 0.3 | -0.2 | 0.8 | 0.1 | 0.3 | -0.1 | 1.6 | -0.9 | 4.0 |
| 2023 | 0.4 | -0.5 | 0.1 | -0.4 | 0.2 | 0.7 | 1.4 | 0.3 | -0.2 | -0.3 | 1.9 | 0.9 | 4.7 |
| 2022 | -0.6 | 2.3 | 1.8 | 2.9 | -0.4 | -3.4 | 2.5 | -0.2 | -1.8 | 1.6 | -0.2 | -1.9 | 2.3 |
| 2021 | -0.9 | 1.1 | 2.8 | -0.1 | 1.4 | 0.3 | -0.6 | 0.3 | -0.9 | 1.6 | 0.6 | 2.9 | 8.8 |
| 2020 | 1.0 | -2.1 | -3.0 | 2.8 | 1.8 | 0.9 | -2.5 | 2.1 | -1.1 | -0.6 | 5.6 | 2.6 | 7.5 |
| 2019 | 0.0 | 0.4 | -0.4 | 2.1 | 0.3 | -0.1 | -0.2 | -1.2 | 0.9 | -0.4 | 1.5 | 0.2 | 3.1 |
| 2018 | 0.8 | -0.2 | -1.9 | 2.5 | -3.0 | -0.5 | 1.7 | -2.5 | 1.2 | 0.3 | -0.9 | -0.5 | -3.2 |
| 2017 | -0.5 | 1.3 | 1.4 | 0.3 | -1.2 | -1.1 | -0.3 | -0.5 | 0.0 | -0.4 | -2.0 | -0.3 | -3.2 |
| 2016 | -5.6 | -2.3 | 3.5 | 0.0 | 2.2 | -7.5 | 5.0 | 2.3 | -1.0 | 3.0 | 1.0 | 2.6 | 2.6 |
| 2015 | 2.7 | 4.0 | 0.9 | -0.5 | 0.4 | -3.7 | 4.2 | -4.1 | -1.9 | 6.2 | 1.9 | -2.6 | 7.0 |
| 2014 | -0.2* | -0.6 | 1.8 | 0.5 | 0.0 | 2.3 | -2.0 | 1.8 |
*Since inception (June 11th 2014) to June 30th 2014.
Figures based on month-end NAVs
Statistics (in %) as of 31 jul 2025
| Performance | Risk | |||||||
| 1M | 3M | 6M | 1Y | 3Y | Since inception | Annualized volatility | Max DD | |
| Fund | 0.8 | 2.0 | -0.9 | 2.2 | 7.3 | 42.4 | 6.8 | -12.1 |
First NAV : 11.jun.2014 – NAV at inception : EUR 120.
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 | 11 june 2014 |
| Base currency | EUR |
| 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 | 1.2% 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 |
PROSPER GLOBAL MACRO LATEST NEWS
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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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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...
P2S – Webinar January 12th, 2022
INVITATION - January 12th, 2022 Prosper invites you to join a webinar hosted by Christopher Hillary Manager of the fundAGENDAWednesday, January 12th - 16:00Webinar hosted in english What is the outlook for US Small&Mid Cap stocks in 2022 ?Prosper Stars...
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