Lyxor Merger Arbitrage UCITS

Lyxor Merger Arbitrage UCITS - I USD - IE00BY2ZP273


NAV : 99.70 $ on 2022-01-28

Source: Lutetia Capital. Les chiffres cités ont trait aux années écoulées et les performances passées ne sont pas un indicateur fiable des performances futures.


Lyxor Merger Arbitrage is a Sub-Fund of an ICVC registered in Ireland.

The Sub-Fund seeks to deliver an absolute return uncorrelated from the markets over a recommended investment horizon of three years, by implementing a merger arbitrage strategy.

This fund is run pari passu with the historical merger arbitrage portfolio in UCITS.




The merger arbitrage strategy of the Sub-Fund is to invest primarily in North American and European stocks subject to definitive takeover bids.

The investment process combines proprietary quantitative models and fundamental analyses, with a strong focus on risk allocation and liquidity analysis.

The portfolio is generally comprised of 30 to 50 arbitrage situations, primarily in medium-to-large cap securities.