Investment Objective
Merger Arbitrage Plus is an alternative strategy whose objective is to take advantage of price discrepancies, observed after the announcement of an M&A (Merger & Acquisition) transaction on a listed company.
The Fund is focused solely on announced M&A transacions in the developed world (countires referenced in the MSCI Developed Markets). The Fund uses both a quantitative and a qualitative analysis to analyse each deal. The Fund seeks to achieve a positive absolute return over a 3-year investment horizon through capital growth.In addition, the Fund seeks to invest sustainably for long-term growth and implements a socially responsible investment approach.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | 0.9 | 0.7 | 0.6 | 0.1 | 0.2 | 0.8 | 0.2 | 0.8 | 1.0 | 0.9 | 0.6 | 0.0 | 0.4 | |
| 2021 | 0.9 | 0.6 | 0.4 | 0.1 | 0.7 | 0.1 | 0.0 | 0.5 | 0.1 | 0.5 | 0.6 | 0.5 | 0.1 |
