Investment Objective
The Investment objective of the PSAM Global Event UCITS Fund is to seek superior risk adjusted returns by exploiting pricing inefficiencies in the securities of companies involved in corporate actions or events. P. Schoenfeld Asset Management ('PSAM') will seek to achieve the fund investment objective through a diversified portfolio of global event driven investments. Three strategies are considered when investing: Merger Arbitrage, Distresses/Stressed Credit Opportunities and Special Situations. Weightings and allocations among the three strategies are opportunistic and vary depending on where PSAM believe the best risk-reward can be found, subject to portfolio constraints.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.8 | 0.7 | 0.7 | 0.6 | 0.1 | 0.0 | 0.6 | 0.6 | 0.1 | 0.3 | 0.4 | 0.7 | 0.8 | |
| 2024 | 0.4 | 0.7 | 0.2 | 0.4 | 0.9 | 0.2 | 1.0 | 0.1 | 0.8 | 0.1 | 0.7 | 0.5 | 0.6 |
