Overview

MOMentum Alternative Investments SA is a regulated Swiss Asset Management company, founded in 2008 and headquartered in Lugano Massagno, Switzerland. The Company is regulated by the Swiss Financial Market Supervisory Authority FINMA and authorized under the CISA (Collective Investment Schemes Act) since July 2010. The Company acts as Investment Manager for collective capital investments (SICAV UCITS V) based in Luxembourg.

Multilabel Artemide C

The fund will invest within the legal investment restrictions in various investment instruments, including equities in companies based in Italy, fixed-income securities and money market investments. The fund can use derivatives on a large scale; these include both stock-exchange-listed derivatives and OTC instruments. The fund's investment target is to achieve long-term, above-average capital growth with simultaneous risk limitation through adequate diversification.

  • STRATEGY:

    Total return
  • AUM (€M):

    44
  • MANAGEMENT FEE:

    1.00%
  • ESG:

    -
  • CURRENCIES (I CLASS):

    EUR
  • PLATFORM:

    Allfunds
Factsheet

UPDATE: JULY 2024

Multilabel Lyra C

The aim of the LYRA fund is to increase capital over the long term while limiting riskwith a suitable diversification within the limits of the restrictions established by law.The fund invests in different instruments, including small and mid-cap companies withtheir headquarters in the main European countries, fixed interest securities andmoney market instruments. The fund can use financial derivative instruments (Derivatives) for efficient portfolio management, both for hedging purposes andactively managing security investments. Individual securities, types of investmentsand currencies may be selected and screened, and the actual investment strategydirected, on an opportunistic basis.

  • STRATEGY:

    Long/short equity
  • AUM (€M):

    37
  • MANAGEMENT FEE:

    1.50%
  • ESG:

    -
  • CURRENCIES (I CLASS):

    EUR
  • PLATFORM:

    Allfunds
Factsheet

UPDATE: JULY 2024

News

DATE TITLE ABSTRACT

19-04-2022

ANOTHER AWARD FOR MOMENTUM MULTILABEL SICAV – LYRA

Multilabel Sicav - LYRA Fund makes 3 out of 3 in 2022, collecting the fifth Lipper Award since 2018 as "Best Fund over 3 Years - Mixed Asset EUR Flex - Europe". Congratulations to the fund manager, Gianluca Pediconi, for another recognition, which confirms not only the great professionalism, but also the extreme competence in management capable of generating superior performance over time.

Read more

30-03-2022

MOMENTUM MULTILABEL SICAV – LYRA GAINS CITYWIRE AAA RATING

The fund manager outperformed his benchmark over a three-year period and obtained the highest AAA rating. Only the 10% of managers screened by Citywire (over 16,000 fund managers in 64 countries) has been able to achieve this, entering in an outstanding elite group.

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22-03-2022

MOMENTUM MULTILABEL SICAV – LYRA WINS AT THE 2022 UCITS HEDGE AWARDS

It is a matter of sustainable, consistent and superior returns. The MOMentum Multilabel SICAV – LYRA won the "Long / Short Equity Europe, Best Performing Fund over 7 years" category, published by The Hedge Fund Journal.

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