Alternative strategies
Carmignac Portfolio Merger Arbitrage Plus
Share Class
LU2585801256
Risk Indicator
2 / 7
Recommended Minimum Investment Horizon
3 years
Cumulative Performance since launch
Cumulative Performance 10 YearsCumulative Performance 5 YearsCumulative Performance 3 YearsCumulative Performance 12 Months
From 14/04/2023
To 25/09/2025
+ 9.3 %
-
-
-
+ 4.0 %
Calendar Year Performance 2015Calendar Year Performance 2016Calendar Year Performance 2017Calendar Year Performance 2018Calendar Year Performance 2019Calendar Year Performance 2020Calendar Year Performance 2021Calendar Year Performance 2022Calendar Year Performance 2023Calendar Year Performance 2024
-
-
-
-
-
-
-
-
+ 2.8 %
+ 3.1 %
Net Asset Value
109.29 €
Asset Under Management
231 M €
Net Equity Exposure29/08/2025
90.9 %
SFDR - Fund Classification
Article 8
Carmignac Portfolio Merger Arbitrage Plus Documents
For detailed information on the Fund, click on the desired document. On this page you can find documents related to Fund information, communications to shareholders, legal documents and ESG documents. You may view, download or share any documents displayed below.
If you have any questions, please do not hesitate to contact Carmignac for further details and assistance.
Articles that may interest you
Alternative Strategy • August 27, 2025 • English
Bumps are back, terminations low: Stars align for Merger Arbitrage
3 minute(s) read
Alternative Strategy • April 14, 2025 • English
Carmignac Merger Arbitrage: Letter from the Portfolio Managers
Alternative Strategy • January 17, 2025 • English
Carmignac Merger Arbitrage: Letter from the Portfolio Managers
Did you enjoy the fund page?