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

Montlake Burren GL Arb UCITS Retail Pooled EUR

Ranked 14 out of 22 in - Event Driven over 12 months
All calculations are in EUR unless stated

Managed by

Andrew McGrath

Objective

The investment objective of the Fund is to aim to achieve a consistent and positive return on investments in the medium term. It is expected that the returns which the Fund seeks to achieve will be uncorrelated to the equity market, even in severe market conditions. The Fund will primarily gain exposure (on a long and/or short basis) to global equities, equity indices and global equity-linked securities (including common & preference shares) of companies which are involved in or are undergoing event driven situations, such as event driven arbitrage situations.

Showing fund performance in Liechtenstein View performance globally

Performance

Event Driven over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.7% 0.2%
2017 1.6% -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date07/04/2017
  • Base currencyEUR
  • ISIN IE00BVVB9J07

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management2.00%

Related News

Event-driven execution: where PMs should be focused

BlueBay and Burren Capital Advisors fund managers discuss the current opportunities for event-driven investors.

Optimal returns from the sub-prime market: a selector’s view

Frame AM’s Michele de Michelis is finding new ways to tap NPLs.

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