Schroders teams up with Paulson to launch Merger Arbitrage fund

UK asset manager Schroders has teamed up with hedge fund manager John Paulson (pictured) to launch the Schroders GAIA Paulson Merger Arbitrage fund.

The fund pursues an absolute return strategy and will be distributed via GAIA (Global Alternative Investor Access), Schroders Ucits compliant platform for alternative investments.

It is based on the Paulson International Limited Fund, which has been launched in 1996 and has achieved an annualised net return of more than 12% as of March 2014, according to Paulson & Co. John Paulson currently has an AUM of USD8.3bn. 

The merger arbitrage strategy focusses on price differentials in mergers and aquisitions, it is actively managed and aims at a return of 8 to 10 % with a volatility of 6 to 8 %. The portfolio includes 30 to 60 holdings, which are predominantly large caps.


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Mona Dohle
Mona Dohle speaks German and Dutch, she is DACH & Benelux Correspondent for InvestmentEurope. Prior to that, she worked as a journalist in Egypt and Palestine. She started her career as a journalist working for a local German newspaper. Mona graduated with an MSc in Development Studies from SOAS and has completed the CISI Certificate in International Wealth and Investment Management.

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