Comparing 2 funds
Returns, costs and exposure side by side, with sources and dates below.
Lumyna - American Debt - Securitised UCITS Fund
Performance, starting at 100
If you had invested £10,000
Based on month end returns. Illustrative, before tax, not a prediction.
Country exposure
Not available for: Lumyna - American Debt - Securitised UCITS Fund.
Sector exposure
Not available for: Lumyna - MW TOPS UCITS Fund.
AI comparison
Side by side
| Metric | Lumyna - MW TOPS UCITS Fund | Lumyna - American Debt - Securitised UCITS Fund |
|---|---|---|
| 1 year returnHighest in bold | ▲ +4.1% | ▼ −5.1% |
| 3 year returnHighest in bold | ▲ +24.1% | ▲ +1.2% |
| 5 year returnHighest in bold | ▲ +32.1% | n/a |
| Rank among sector peers, 1 yearQuartile among representative funds in the FE sector | Q2 of 221 representative funds | Q3 of 210 representative funds |
| Ongoing charge (OCF) | ||
| Fund size, GBPLargest in bold | £2.2B | £2.1B |
| Volatility, 1 year FE, as at 29 Jun 2026 | 9.9% | 6.4% |
| Sharpe ratio, 1 year FE, as at 29 Jun 2026 | 1.42 | 0.00 |
| Style | Active | Active |
| FE sector | GL ARIS Long/Short Equity Variable Bias Strateg | GL Asset-backed Securities |
| Share class | EUR B (acc) · EUR | GBP B (inc) · GBP |
Source: FE fundinfo, as supplied; the date shown is when FE last updated them.