Lumyna- Ramius Merger Arbitrage UCITS Fund USD D (acc)

ISIN: LU1438659085

Categoria Morningstar: Event Driven

Società: Lumyna Investments

The investment objective of the Sub-Fund is to achieve consistent absolute returns while emphasizing the preservation of capital through investments in issuers engaged in or subject to corporate transactions such as mergers and acquisitions. The Sub-Fund is Actively Managed and is not managed in reference to a benchmark. There can be no assurance that the Sub-Fund will achieve its investment objective. The Sub-Fund seeks to achieve the investment objective through primarily investing in the securities of issuers engaged in, or subject to, announced or anticipated extraordinary corporate transactions, which may include mergers and acquisitions, leveraged buyouts, tender offers, hostile takeover bids, sale processes, exchange offers, and recapitalizations. The Sub-Fund may also invest in SPACs. In achieving the investment objective, the Investment Manager will seek to promote certain ESG factors.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: - 3 anni: - 5 anni: - Inizio: - 2024: - 2023: - 2022: - 2021: - 2020: -
Rendimento annuo: Categoria 1 anno: - 3 anni: - 5 anni: - Inizio: - 2024: - 2023: - 2022: - 2021: - 2020: -
Rendimento annuo: Percentile 1 anno: - 3 anni: - 5 anni: - Inizio:- 2024: - 2023: - 2022: - 2021: - 2020: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: - Beta: - Alfa: - Tracking error: - Info Ratio: -
Fonte: Morningstar. Dati in euros. Categoria: Event Driven. Data: 2023-06-29
Fonte: Morningstar. Dati in euros. Categoria: Event Driven. Data: 2023-06-29