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Montlake Burren GL Arb UCITS Retail Pooled EUR

Ranked 13 out of 19 in - Event Driven over 12 months
All calculations are in EUR unless stated

Managed by

Andrew McGrath


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 Switzerland View performance globally


Event Driven over : 30/11/2017 - 30/11/2018
  • Rank 13/19 Total Return
  • Rank 8/19 Standard Deviation
  • Rank 14/19 Max Drawdown
Fund Name Currency Loss
12 MLIS York Event-Driven UCITS EUR C Acc EUR


13 Tages Cygnus Europa Event Driven Ucits A EUR Cap EUR


14 Montlake Burren GL Arb UCITS Retail Pooled EUR

Currency exposure is hedged

Currency exposure is hedged



15 Wellington European Contrarian Value EUR D Acc UH EUR


16 Delta Prime ESSF EUR


Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.7% 0.2% -4.3%
2017 1.6% -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. United Kingdom

Fund Info

  • Launch date07/04/2017
  • Base currencyEUR
  • Currency exposure is hedged

Purchase Info

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


  • Annual management2.00%

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