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 | -0.2 |
*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 |
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