Candriam Index Arbitrage

Fund Info Research Peers ESG

Overview

  • Strategy Event Driven
  • Sub-Strategy Merger Event
  • Geography Global
  • Advisor Candriam
  • Manager(s) Emmanuel Terraz, Olivier Rose, Romain Vermont & Sebastien De Gendre
  • Currency EUR
  • AUM €685m
  • AUM (GBP) £598m
  • AUM as of 23 March 2023
  • Inception 09 September 2003
  • Indices

Investment Objective

Within the limits of its totally discretionary management, the fund’s objective is to seek to outperform, over the minimum recommended investment term, the capitalised €STR, mainly by employing arbitrage strategies on equities and/or indices. The fund aims to achieve annualised volatility of less than 5%.

Reference Index

Capitalised €STR

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2022 0.1 0.4 0.3 0.9 0.3 0.6 0.5 0.9 0.3 0.4 0.3 0.7 0.7
2021 0.3 0.4 0.4 0.5 0.2 0.2 0.6 0.8 0.1 0.3 0.5 0.6 0.3
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