Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Lyxor/Tiedemann Arbitrage Strategy Fund EB EUR

Ranked 5 out of 22 in - Event Driven over 12 months
All calculations are in EUR unless stated

Managed by

Drew Figdor


The Lyxor/Tiedemann Arbitrage Strategy Fund (the Fund) seeks to play arbitrage deals from both a long and a short perspective and focuses on 0-30 day events within the merger arbitrage process. The Fund invests in securities in North America, Europe, Australia, South America and Asia, that are or may become subject to a tender offer, merger, liquidation, recapitalization, spin-off, proxy contest, exchange offer, leveraged buyout or bankruptcy, and will trade primarily in connection with announced transactions.

Showing fund performance in Liechtenstein View performance globally


Event Driven over : 31/08/2017 - 31/08/2018
  • Rank 5/22 Total Return
  • Rank 14/22 Standard Deviation
  • Rank 5/22 Max Drawdown
Fund Name Currency Return
3 MLIS Ramius Merger Arbitrage UCITS EUR D Acc

Currency exposure is hedged

Currency exposure is hedged



4 Wellington European Contrarian Value EUR D Acc UH EUR


5 Lyxor/Tiedemann Arbitrage Strategy Fund EB EUR EUR


6 OFI Risk Arb Absolu R EUR


7 Candriam Risk Arbitrage C EUR


Fund Name Currency Loss
3 Helium Fund A-EUR EUR


4 Helium Performance A-EUR Cap EUR


5 Lyxor/Tiedemann Arbitrage Strategy Fund EB EUR EUR


6 MLIS Ramius Merger Arbitrage UCITS EUR D Acc

Currency exposure is hedged

Currency exposure is hedged



7 MS PSAM Global Event UCITS I EUR Acc EUR


Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.3% 3.2%
2017 3.0% -0.3% 3.6% 0.5% -0.8%
2016 4.9% 2.5% -0.5% 3.2% -0.4%
2015 0.1% 2.0% 1.3% -5.3% 2.3%
2014 -0.7% 1.1% 3.3% -1.6% -3.4%
2013 2.7% 1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Singapore
  3. Switzerland

Fund Info

  • Launch date17/04/2013
  • Share Class size07Mn
  • Base currencyEUR
  • ISIN IE00B9BC1P95

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0


  • Annual management1.10%
  • Initial investment0.00%

Related News

A-rated Figdor reveals the M&A deals to keep an eye on

Sector veteran says high performance has been generated by the outcome of big media deals.

Art of investment: how Philippe Gaboriau curates the Louvre Endowment Fund

Philippe Gaboriau talks about the demands and privileges or running this unique fund and how he is pushing the boundaries to help the institution build on its pioneering foundations.

FoFs star ‘aggressively’ slashes long/short equity exposure

Citywire AAA-rated Bruce Amlicke reduces holdings due to extended valuations and hot money flows.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).