Lutetia Patrimoine

Investment Objective

The fund’s strategy consists of investing in securities of corporations in Europe and North America that are subject to mergers and acquisitions transactions. The portfolio is comprised of 30 to 40 positions in primarily medium-to-large cap securities. The fund offers daily liquidity to investors. The fund targets a volatility of 2 to 4%.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 0.5 0.0 0.0 0.8 0.4 0.9 0.8 0.3 0.5 0.2 0.9 0.5 0.5
2018 0.1 0.8 0.9 0.1 0.0 0.7 0.4 0.1 0.2 0.9 0.9 0.7 1.0

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