The Lucy Funds
The Forward Lucy fund range brings our systematic investment philosophy into practice across a selection of distinct strategies. Each fund applies the same data-driven process—grounded in sentiment, clustering, and factor rotation—but is tailored to meet different investor goals, risk profiles, and sustainability preferences. All funds are managed under the UCITS framework and follow the same principles of transparency, process discipline, and alignment with outcomes.
01
Forward Lucy Global Equity
The flagship globally diversified equity fund built using our full systematic process. It combines sentiment-driven top-down positioning with bottom-up stock selection across behavioural clusters. Designed for investors seeking dynamic exposure to global equity markets.
02
Forward Lucy European Equity
A regionally focused version of our global equity approach. This fund applies the same systematic framework to the European equity universe, with a focus on broad diversification across regional clusters and responsiveness to market sentiment within Europe.
03
Forward Lucy Sustainable Equity
A sustainable equity strategy targeting companies with strong ESG profiles and positive environmental or social impact. The fund applies the Lucy investment process while integrating ESG exclusions and alignment with sustainability indicators, including EU Taxonomy measures.
04
Forward Lucy Low Risk Equity Strategy
An equity fund focused on stability and drawdown control. This strategy applies the Lucy process while emphasising low-volatility stocks and defensive positioning, ideal for cautious investors looking for equity exposure.
05
Forward Lucy Global Megatrends
An equity strategy focused on capturing long-term structural growth themes such as digitalisation, healthcare innovation, and energy transition. The fund applies the systematic methodology to a universe of theme-aligned companies.
06
Forward Lucy Global Sustainable Bond Strategy
A diversified fixed income fund investing in bonds that contribute to sustainability objectives. Combines Lucy’s sentiment and clustering framework with ESG-focused credit selection, and targets alignment with EU environmental goals.
07
Forward Lucy Low Risk Bond Strategy
A fixed income strategy focused on capital preservation and stable returns. The fund applies the Lucy process to construct a conservative bond portfolio, targeting low volatility and strict risk control—ideal for investors seeking steady returns with minimal drawdown exposure.