Investment Objective
The aim of Candriam Index Arbitrage (hereafter "the fund"), a FCP, is to use a prudent portfolio foundation strategy via bonds and money market instruments, and a dynamic investment strategy based on an arbitrage strategy on shares particularly in the context of index adjustments, of transactions on securities (e.g. companies impacted by a split) or discount of the traded assets.The fund aims to achieve annualised volatility of less than 5%.
Reference Index
Capitalised €STR
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.0 | 0.5 | 0.4 | 0.5 | 0.0 | 0.3 | 0.1 | 0.7 | 0.6 | 0.4 | 0.5 | 0.5 | 0.1 | |
| 2023 | 0.3 | 0.8 | 1.0 | 0.4 | 0.8 | 0.5 | 0.2 | 0.3 | 0.5 | 0.2 | 0.1 | 0.5 | 1.0 |
