Carmignac Portfolio Merger Arbitrage Plus

Share Class

LU2585801256

Risk Indicator

3 / 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 02/12/2024

+ 4.8 %

0.0 %

+ 2.2 %

Calendar Year Performance 2014Calendar 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 2023

-

+ 2.8 %

Net Asset Value

104.81 €

Asset Under Management

147 M €

Market

Global market

SFDR - Fund Classification

Article 8

Data as of: Dec 2, 2024.

Past performance is not necessarily indicative of future performance. Performances are net of fees (excluding possible entrance fees charged by the distributor).

Alternative strategiesCarmignac Portfolio Merger Arbitrage Plus

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.

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Monthly Factsheet (including ESG data)

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KID

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Prospectus

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SICAV articles

ESG documents

SFDR Pre-contractual disclosures

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Reference to certain securities and financial instruments is for illustrative purposes to highlight stocks that are or have been included in the portfolios of funds in the Carmignac range. This is not intended to promote direct investment in those instruments, nor does it constitute investment advice. The Management Company is not subject to prohibition on trading in these instruments prior to issuing any communication. The portfolios of Carmignac funds may change without previous notice.

The reference to a ranking or prize, is no guarantee of the future results of the UCIS or the manager.

Carmignac Portfolio is a sub-fund of Carmignac Portfolio SICAV, an investment company under Luxembourg law, conforming to the UCITS Directive.