Allianz Event Driven Strategy

Investment Objective

The Fund seeks to achieve long-term capital appreciation regardless of market movements. The Fund seeks to achieve this investment objective by taking long and short investment exposures in global equity markets. The Fund will utilise a variety of investment strategies and instruments in order to achieve the investment objective. In particular, the Sub-Fund will employ an investment process focussed on a broad spectrum of investment opportunities based on corporate events which cover a broad spectrum and include, but are not limited to mergers, takeovers, liquidations, recapitalisations, exchange offers, spinoffs, squeeze-outs, majority or minority purchases, asset sales and the inclusion in / exclusion from market indices of a company’s shares.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2018 0.4 0.8 0.2 0.1 0.8 0.8 0.9 0.9 0.0 0.8 0.8 0.5 0.4
2017 0.0 0.4 0.5 0.3 0.6 0.9 0.4 0.7 0.8 0.9 0.5 0.2 0.7

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