Carmignac Portfolio Merger Arbitrage - I EUR Acc
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General Objective
The fund seeks to benefit from the price discontinuities of shares related to merger and acquisition transactions in developed markets. It aims to outperform its reference indicator over a 3-year investment horizon through capital growth.
Fund Exposure
The fund is primarily exposed to merger arbitrage strategies, with a focus on officially announced M&A deals in developed markets. The fund's exposure includes a mix of long equity exposures in sectors such as energy, healthcare, information technology, and financials, with a geographical focus on North America and Europe.
Risks
The fund is subject to risks associated with merger arbitrage strategies, including market volatility, deal failures, and regulatory delays. Additionally, the fund's performance may be impacted by changes in interest rates, currency fluctuations, and overall market conditions. Investors should carefully consider these risks before investing in the fund.