Event Driven Equity Fund
Invests primarily in equity and equity-related securities of companies that are undergoing transformative corporate events, including announced mergers and acquisitions, spin-offs and split-offs, financial or strategic restructurings, management changes and other catalysts. The fund will make long and short investments in developed market companies across market capitalizations and sectors, as well as investing opportunistically across the capital structure using fixed income instruments.
|Total Return (%)||-1.56||12.87||11.39||-||5.69|
|Morningstar Category Avg. (%)||-0.25||1.52||1.41||1.60||-|
|Lipper Category Avg. (%)||-1.06||14.99||12.74||9.25||-|
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.
Past distributions are not indicative of future distributions.
Click here, for the most recent distributions.
Best 3-Month Return Over the Last 3 Years
3 months ending 30-Nov-2013
Worst 3-Month Return Over the Last 3 Years
3 months ending 30-Sep-2015