Alpine Merger Arbitrage Fund

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

or Register for Free

  • Gain access to comprehensive data and information regarding alternative UCITS funds
  • Keep track of performance, flows, and fees trends
  • Access the latest thematic research written by our team of expert in-house analysts
Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.