Lutetia Patrimoine


Fund Strategy Event Driven
Fund Geography Global
Investment Advisor Lutetia Capital
Portfolio Manager Jean-Francois Comte, Fabrice Seiman
Fund Currency EUR
Fund AUM €326.2m
Fund AUM (GBP) £285m
Fund AUM as of 30 June 2017
Fund Inception 01 December 2009
Fund Indices AH Event Driven UCITS Index
Sub Index - Merger Arbitrage

Fund Objective

The fund’s strategy consists of investing in securities of corporations in Europe and North America that are subject to mergers and acquisitions transactions. The portfolio is comprised of 30 to 40 positions in primarily medium-to-large cap securities. The fund offers daily liquidity to investors. The fund targets a volatility of 2 to 4%.


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