Carmignac Portfolio Merger Arbitrage Plus

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
2023 0.2 0.4 0.1 0.1 0.6 0.7 0.2 0.7 0.7 0.8 0.0 0.9 0.0
2022 0.9 0.7 0.7 0.3 0.4 0.6 0.5 0.6 0.4 0.3 1.0 0.6 0.0

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