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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 | -0.8 | ||||||||
| 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 mar 2025
| Performance | Risk | |||||||
| 1M | 3M | 6M | 1Y | 3Y | Since inception | Annualized volatility | Max DD | |
| Fund | -1.7 | 1.0 | 1.6 | 2.2 | 8.9 | 42.3 | 6.9 | -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
Prosper Global Macro in the news – April 2022
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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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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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