Carmignac Portfolio Merger Arbitrage - I EUR Acc header image

Carmignac Portfolio Merger Arbitrage - I EUR Acc

Fund

ISIN LU2585801090 / Valor 12627802

NAV (2025-01-15)
EUR 106.86+0.05%

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.

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Source

https://www.carmignac.com/en_US/our-funds/carmignac-portfolio-merger-arbitrage-LU2585800795-a-eur-acc

Tags:
special situations ester mergers acquisitions

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OTHER SHARE CLASSES OF THIS FUND

Carmignac Portfolio Merger Arbitrage - A EUR Acc
Carmignac Portfolio Merger Arbitrage - A EUR Acc Carmignac Portfolio Merger Arbitrage - A EUR Acc Valor: 12627802
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.06%EUR 106.32
Carmignac Portfolio Merger Arbitrage - F EUR Acc
Carmignac Portfolio Merger Arbitrage - F EUR Acc Carmignac Portfolio Merger Arbitrage - F EUR Acc Valor: 12627802
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.06%EUR 106.68