Carmignac Portfolio Merger Arbitrage Plus - F USD Acc Hdg header image

Carmignac Portfolio Merger Arbitrage Plus - F USD Acc Hdg

Fund

ISIN LU2601233948 / Valor 12627755

NAV (2025-09-30)
USD 115.90+1.36%

Carmignac Portfolio Merger Arbitrage Plus - F USD Acc Hdg
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Carmignac Portfolio Merger Arbitrage Plus is a Luxembourg-based UCITS fund that focuses on merger and acquisition arbitrage in developed markets. It invests in officially announced M&A deals, employing around 51 different strategies to take advantage of price discrepancies in the shares of companies involved in these transactions. With a net equity exposure of 82.1%, the fund aims to achieve capital growth and positive returns by capitalizing on opportunities arising from various merger and acquisition activities over a multi-year investment horizon.

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Tags:
special situations mergers and acquisitions

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OTHER SHARE CLASSES OF THIS FUND

Carmignac Portfolio Merger Arbitrage Plus - I USD Acc Hdg
Carmignac Portfolio Merger Arbitrage Plus - I USD Acc Hdg Carmignac Portfolio Merger Arbitrage Plus - I USD Acc Hdg Valor: 12627755
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.07%USD 118.19
Carmignac Portfolio Merger Arbitrage Plus - A EUR Acc
Carmignac Portfolio Merger Arbitrage Plus - A EUR Acc Carmignac Portfolio Merger Arbitrage Plus - A EUR Acc Valor: 12627759
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.06%EUR 111.43
Carmignac Portfolio Merger Arbitrage Plus - I EUR Acc
Carmignac Portfolio Merger Arbitrage Plus - I EUR Acc Carmignac Portfolio Merger Arbitrage Plus - I EUR Acc Valor: 12627759
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.06%EUR 113.28
Carmignac Portfolio Merger Arbitrage Plus - F EUR Acc
Carmignac Portfolio Merger Arbitrage Plus - F EUR Acc Carmignac Portfolio Merger Arbitrage Plus - F EUR Acc Valor: 12627759
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.06%EUR 112.91
Carmignac Portfolio Merger Arbitrage Plus - I GBP Acc Hdg
Carmignac Portfolio Merger Arbitrage Plus - I GBP Acc Hdg Carmignac Portfolio Merger Arbitrage Plus - I GBP Acc Hdg Valor: 12627755
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Annual Return

-50%0%+50%

Risk level

110
0.06%GBP 117.34