Estrategia del fondo
To increase the value of your investment over time through capital growth, while seeking low correlation to traditional asset classes. Under normal market conditions, the Portfolio typically invests in equity and debt securities that appear to have potential to benefit from corporate events such as mergers, restructuring, bankruptcy, spin offs, buy backs and global activism. The Investment Manager uses proprietary quantitative and fundamental research to seek returns through an alternative, event driven strategy.
Evolución
Comisiones
Rentabilidades
Detalles del fondo
Distribución Geográfica
Distribución de cartera en las distintas regiones geográficas.
| Estados Unidos de América | 59,10% | |
| Reino Unido | 7,11% | |
| Canadá | 2,77% | |
| Jersey | 1,45% | |
| Suiza | 1,42% | |
| Israel | 1,40% | |
| Países Bajos | 1,39% | |
| Irlanda | 0,40% | |
| Islas Caimán | 0,16% |
Por inversiones
Distribución de las inversiones de este fondo.
| Gs Fusion Trs | 31,05% |
| Usd Cash | 14,82% |
| United States Of America 09-jun-2022 | 1,88% |
| United States Of America 12-may-2022 | 1,82% |
| Coherent Inc Ord | 1,71% |
| Rogers Corp Ord | 1,70% |
| Change Healthcare Inc Ord | 1,68% |
| Shaw Communications Inc Ord | 1,64% |
| Lhc Group Inc Ord | 1,61% |
| Welbilt Inc Ord | 1,60% |
Por sectores
Distribución de las posiciones de este fondo según el sector al que corresponden.
| Technology | 16,02% |
| Financials | 11,34% |
| Industrials | 8,75% |
| Healthcare | 6,79% |
| Telecommunications Services | 2,99% |
| Consumer Cyclicals | 2,58% |
| Utilities | 1,99% |
| Basic Materials | 1,88% |
| Consumer Non-cyclicals | 1,86% |
| Non Classified Equity | 1,49% |
