Our Merger Arbitrage strategy wins ‘Best new launch’ award

UCITS Hedge Awards 2024

Published on
18 March 2024
Read time
1 minute(s) read

We are proud to see Carmignac Portfolio Merger Arbitrage Plus win ‘Best new launch’ award based on its 6-month risk-adjusted returns.

We have been expanding our alternative-investment capabilities over a number of years to meet growing demand from investors seeking both diversification and decorrelation from conventional asset classes.

We formed a merger arbitrage team in 2023 and appointed Fabienne Cretin-Fumeron and Stéphane Dieudonné as Fund managers, at the helm of Carmignac Portfolio Merger Arbitrage Plus (absolute return strategy with a 5%–7% expected volatility), aiming to seize merger arbitrage opportunities in the main developed countries.

Methodology: The Hedge Fund Journal has published since 2004, and has published its UCITS Hedge Awards every year since 2012. The performance data on UCITS hedge funds is gathered from various partners including LuxHedge. The Hedge Fund Journal uses its deep knowledge of the industry to categorise funds into a range of discretionary, systematic and hybrid hedge fund strategies covering most of the liquid strategies in the industry. The merger arbitrage strategy category includes funds that are wholly or mainly focused on trading post-announced merger deals. This is one of the oldest hedge fund strategies, also known as "risk arbitrage". Funds in each strategy category are ranked according to their risk-adjusted returns, which are independently calculated by our data partners (as of December 2023).

Carmignac Portfolio Merger Arbitrage Plus

An active absolute return strategy focusing on merger arbitrage opportunities

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MARKETING COMMUNICATION. Please refer to the Key Information Document (KIID) /prospectus of the Fund before making any final investment decisions. The reference to a ranking or prize, is no guarantee of the future results of the UCIS or the manager. Past performance is not necessarily indicative of future performance. Performances are net of fees (excluding possible entrance fees charged by the distributor).

This article may not be reproduced, in whole or in part, without prior authorisation from the management company. It does not constitute a subscription offer, nor does it constitute investment advice. The information contained in this article may be partial information and may be modified without prior notice. The Management Company can cease promotion in your country anytime. Investors have access to a summary of their rights in English here . Carmignac Portfolio refers to the sub-funds of Carmignac Portfolio SICAV, an investment company under Luxembourg law, conforming to the UCITS Directive. Access to the Fund may be subject to restrictions regarding certain persons or countries. The Fund is not registered in North America, nor in South America. The Fund has not been registered under the US Securities Act of 1933. The Fund may not be offered or sold, directly or indirectly, for the benefit or on behalf of a "U.S. person", according to the definition of the US Regulation S and/or FATCA. The Fund presents a risk of loss of capital. The Funds’ respective prospectuses, KIDs and annual reports are available at www.carmignac.co.uk, or upon request to the Management Company. This material was prepared by Carmignac Gestion, Carmignac Gestion Luxembourg or Carmignac UK Ltd and is being distributed in the UK by Carmignac Gestion Luxembourg.