Investment Objective
The investment objective of the fund is to seek capital appreciation by utilizing a merger arbitrage strategy. This strategy involves investing in a globally diversified portfolio of companies which are involved in, or which are linked to, mergers and acquisitions. The strategy will focus on publicly announced transactions with definitive merger contracts.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.4 | 0.8 | 1.0 | 0.8 | 0.4 | 0.1 | 0.5 | 0.6 | 0.7 | 0.7 | 0.2 | 1.0 | 0.7 | |
| 2022 | 0.0 | 0.0 | 0.1 | 0.3 | 0.9 | 0.6 | 0.1 | 1.0 | 0.2 | 0.9 | 0.6 | 0.3 | 0.3 |
