Investment Objective
The market-neutral UCITS fund First Private Systematic Merger Opportunities invests globally in equities involved in corporate takeovers and mergers.
Unlike the majority of typically discretionary merger arbitrage funds, First Private Systematic Merger Opportunities uses quantitative methods to identify patterns in successful and unsuccessful acquisitions.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | 0.9 | 0.6 | 0.2 | 0.2 | 0.5 | 0.5 | 0.9 | 0.0 | 0.3 | 0.4 | 0.8 | 0.0 | 0.5 | |
2021 | 0.6 | 0.9 | 0.6 | 0.6 | 0.4 | 0.5 | 0.1 | 0.2 | 0.8 | 0.6 | 0.9 | 0.2 | 0.7 |