Funds | FWU Invest

Lucy Global Equity

Lucy Global Equity is a long-only equity strategy focused on mid & large-cap companies. It has recently received the 5 stars rating from Morningstar, including it in the Top 10% funds in the world. For this strategy, the Lucy model is calibrated to capitalize on the best opportunities across global stock markets, using a world equity index as its reference universe. Through advanced quantitative techniques, the strategy dynamically adapts to market conditions, ensuring a data-driven and forward-thinking approach. As an SFDR Article 8 fund, it integrates ESG factors into its investment process, aligning with sustainable investment principles.

Lucy Global Sustainable Equity

Lucy Global Sustainable Equity is a long-only equity strategy focused on mid & large-cap companies, integrating sustainability at its core. Similarly to Global Equity, the Lucy model is calibrated to capitalize on the best opportunities across global stock markets. However, this strategy follows SFDR Article 9 principles, adhering to the strictest ESG criteria and making it a "Dark Green" fund, fully committed to sustainable investing.

Lucy European Equity

Lucy European Equity is a long-only equity strategy focused on mid & large-cap companies across Europe. The Lucy model is designed to identify the best opportunities within European stock markets, using an European equity index as its reference universe. As an SFDR Article 8 fund, it integrates ESG considerations into its investment framework, promoting sustainability alongside performance.

Lucy Global Megatrends

Lucy Global Megatrends is a long-only equity strategy focused on identifying and investing in the most promising long-term global trends. By utilizing a world equity index as its reference universe, the strategy seeks to capitalize on opportunities driven by transformative trends across various sectors and regions, with stronger focus on developed economies. With a forward-looking approach, the Global Megatrends strategy aims to capture sustainable growth potential while aligning with global ESG standards. Being in line with SFDR Article 8 fund, it integrates environmental, social, and governance factors into its investment process, promoting sustainability alongside long-term performance.

Lucy Global Islamic Equity

Lucy Global Islamic Equity is a long-only equity strategy which focuses on long-term capital growth by investing in Sharia-compliant equities from major developed markets. The portfolio is regularly adjusted to capture evolving market opportunities; additionally, the fund promotes environmental characteristics in line with SFDR Article 8, integrating sustainability with its commitment to ethical investing.

Lucy Global Low Risk Equity

Lucy Low Risk Equity is a long-only equity strategy that aims to maximize long-term capital growth by investing primarily in equity securities of companies domiciled in major developed markets worldwide. With a focus on targeting a lower risk profile, the Lucy model is configured to provide an investment solution that offers less volatility compared to other equity funds. The portfolio is regularly reviewed and adapted to evolving market trends, ensuring a dynamic approach to investment. As an SFDR Article 8 fund, it promotes environmental characteristics, aligning with sustainable investment principles while maintaining a focus on risk-conscious growth.

Lucy Global Sustainable Bond Strategy

Lucy Global Sustainable Bond aims for long-term capital growth by investing primarily in fixed income securities issued by companies and governments in major developed markets, with a strong focus on integrating ESG criteria into the investment process. The portfolio is managed using a disciplined, quantitative approach, primarily targeting markets such as the USA, Eurozone, UK, Japan, and others, with limited exposure to emerging markets and ETFs. Aligned with SFDR Article 8 principles, the fund promotes environmental and social characteristics, ensuring a commitment to sustainable investment practices.

Lucy Low Risk Bond

Lucy Low Risk Bond seeks long-term capital growth by investing primarily in fixed income securities issued by corporate and government entities in major developed markets, focusing on lower risk securities within this universe. With a target of minimizing volatility and maximum drawdowns, the strategy aims to maintain a low risk profile. The portfolio typically targets an average duration of 3 years or below and may engage in plain vanilla option strategies or exchange-traded futures for efficient portfolio management. Managed with an advanced quantitative approach, the fund aligns with SFDR Article 8 principles, promoting environmental characteristics while emphasizing stability and sustainable growth.

Lucy Islamic Income

The Islamic Income Fund seeks long-term growth by investing primarily in Sharia-compliant sukuk securities from governments and corporations. It focuses on a balanced approach, investing in high-quality, investment-grade sukuk, but with flexibility to include a broader range of sukuk securities. Managed with a disciplined quantitative strategy, the fund aims to ensure stability and liquidity without using complex instruments.

Lucy Secure Islamic Income

The Secure Islamic Income Fund aims for long-term growth by investing in Sharia-compliant sukuk securities, with a strong focus on stability and lower-risk instruments. It primarily invests in high-quality, investment-grade sukuk, while maintaining a more conservative risk profile compared to other funds. Managed with a disciplined quantitative strategy, the fund emphasizes liquidity and minimizes exposure to more volatile or complex instruments.