Retour 
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)
Click on the picture to start
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 | 2.1 | 0.7 | -1.7 | -1.8 | 1.3 | -0.2 | 0.3 | ||||||
| 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 30 jun 2025
| Performance | Risk | |||||||
| 1M | 3M | 6M | 1Y | 3Y | Since inception | Annualized volatility | Max DD | |
| Fund | -0.2 | -0.7 | 0.3 | 2.2 | 9.2 | 41.3 | 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
Prosper Global Macro – 2022 Manager Outlook
PLURIMI 2022 OUTLOOK Patrick Armstrong published his macro review of 2021 and outlook for 2022. Below is a summary of the PLURIMI - 2021 Perspective report (December 7th, 2021) and a short video revealing his analysis and scenario :2021 REVIEW - Asset prices...
Prosper Global Macro – Presentation August 26, 2021
INVITATION - August 26, 2021Will inflation be persistant ? Prosper invites you to meet in Geneva Patrick Armstrong Plurimi Wealth CIO & Fund ManagerAGENDAThursday, August 26 - Lunch12.15 : Welcome drink12.30 : Lunch presentation13.30 : Q&A ...
Prosper Global Macro – Investir.ch – April 1st, 2021
GET VACCINATED AGAINST INFLATION ! Investir.ch - April 1st, 2021 While vaccination growth in the world's major economies finally suggests the eventual end of the pandemic, and therefore a rapid rebound in economic activity, the prospect of the return of...
PROSPER EVENTS
If you wish to meet a manager, get updates on a fund, don’t hesitate to attend Prosper’s events ("Les Rencontres Prosper"). You can now subscribe online.
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 Stars & Stripes – Presentation – May 11th,2023
INVITATION - Thursday, May 11th 2023 Prosper invites you to meet in Geneva Christopher Hillary Roubaix Capital CEO & Fund Manager of Prosper Stars & StripesAGENDAThursday, May 11th Breakfast presentation 8.15 : Coffee 8.30 : Presentation 9.30 : Q&A...
TCW Unconstrained – Webinar – March 23rd, 2023
INVITATION - Thursday, March 23rd 2023 Prosper invites you to uncover the multi-sector flexible bond fund through a focused webinar hosted by David Vick MD & Product Specialist - TCWAGENDAThursday, March 23th - 4pm (CET) Webinar hosted in english ...
Wish to be informed ahead of the crowd through our emails?
Sign up to participate in the next events & presentations.