Candriam Index Arbitrage, C - Capitalisation/  FR0010016477  /

Portfolio management is built around a prudent portfolio foundation strategy via bonds and money market instruments, and a dynamic strategy. The dynamic investment strategy is an arbitrage strategy on shares particularly in the context of index adjustments, of transactions on securities (e.g. companies impacted by a demerger) or discount of the traded assets. The arbitrage strategy consists in taking advantage of the differences in prices recorded (or anticipated) between markets and/or sectors and/or currencies and/or instruments. The fund does not have sustainable investment as its objective and does not specifically promote environmental and/or social characteristics. The management team may use derivative products such as swaps, futures, options, CDS, etc., arising notably from equity, interest rate and foreign exchange risk. Total return swaps, or other derivative financial instruments which have the same characteristics, may also be used.

Portfolio management is built around a prudent portfolio foundation strategy via bonds and money market instruments, and a dynamic strategy.