Melqart Event Driven UCITS Fund

Fund Info Research Peers ESG

Overview

  • Strategy Event Driven
  • Sub-Strategy Merger Event
  • Geography Global
  • Advisor Melqart Asset Management
  • Manager(s) Michel Massoud, Joseph Gebran, Can Ozdemir
  • Currency EUR
  • AUM
  • AUM (GBP)
  • AUM as of 27 June 2025
  • Inception 20 February 2023
  • Indices

Investment Objective

The Fund seeks to achieve positive risk-adjusted returns, extracting the maximum value from the event-driven complex through a dynamic allocation between two sub-strategies: merger arbitrage and special situations. The Fund seeks to achieve positive risk-adjusted returns, extracting the maximum value from the event-driven complex through a dynamic allocation between two sub-strategies: merger arbitrage and special situations.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2024 0.8 0.1 0.6 0.9 0.2 0.6 1.0 1.0 0.8 0.2 0.6 0.4 0.4
2023 0.4 0.7 1.0 0.8 0.1 0.6 1.0 1.0 0.9 0.4 0.6 0.6 0.5
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