Event Driven

Strategy Research, 03 Sep 2020

Index Research Funds

AH Event Driven UCITS Index

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2021 0.8 1.3 0.2 1.5 0.4 -0.1 -0.8 1.0 4.4
2020 0.3 -1.2 -7.7 4.2 0.7 0.5 1.0 1.0 -0.1 -0.1 3.2 1.6 3.0
2019 1.3 0.8 0.5 1.0 -0.9 0.3 0.4 -0.3 0.1 0.3 0.4 1.0 5.1
2018 0.3 0.0 -1.3 -0.2 0.7 0.1 -1.1 0.1 0.0 -1.2 0.3 -1.2 -3.5
2017 0.3 0.4 0.0 0.9 0.2 0.3 0.4 -0.8 0.1 -0.1 -0.7 0.5 1.5
2016 -1.3 -0.1 0.5 -0.2 0.2 -1.2 0.7 0.3 0.0 -0.8 0.3 0.7 -0.8
2015 -0.1 1.9 0.3 0.2 1.1 -1.3 -0.5 -1.8 -1.8 0.3 -0.6 -0.4 -2.7
2014 0.0 1.1 -0.5 -0.3 0.0 0.6 -0.7 -0.1 -1.2 -2.4 0.9 -0.1 -2.7
2013 0.0 0.0
Download Index Return Series

Top Funds YTD

YTD
Hadron Alpha Select UCITS Event Driven 21.6
Petrus Advisers Special Situations Event Driven 21.3
Bantleon Event Driven Equities Merger Event 9.8
Syquant Helium Selection Event Driven 8.7
CIAM Satellite Event-Driven UCITS Event Driven 7.3
Lumyna - PSAM Global Event UCITS Event Driven 6.5
Man GLG Event Driven Alternative Merger Arbitrage 6.5
Alpine Merger Arbitrage Fund Merger Arbitrage 5.6
GAMCO Merger Arbitrage Merger Arbitrage 5.4
Laffitte Risk Arbitrage UCITS Merger Arbitrage 5.4

Bottom Funds YTD

YTD
MontLake Burren Global Arbitrage UCITS Merger Arbitrage -1.0
Lumyna - York Asian Event Driven UCITS Event Driven -0.3
U Access (IRL) Cheyne Arbitrage Merger Event 0.8
CANDRIAM Index Arbitrage Merger Event 1.0
LO Event Convexity Merger Event 1.7
BlackRock Global Event Driven Fund Merger Event 1.8
Lutetia Patrimoine Merger Arbitrage 2.2
Lumyna - Ramius Merger Arbitrage UCITS Merger Arbitrage 2.2
Leadersel Event Driven Merger Event 2.5
GAM Star (Lux) Merger Arbitrage Merger Event 3.1

Largest New Launches (12M)

AUM
IAM O’Connor Event Driven UCITS £77m
KLS Athos Event Driven £51m

Strategy AUM

30 June 2021
£13.2b 22% YOY

Largest Event Driven Funds

AUM
BlackRock Global Event Driven Fund £4.5b
Lyxor Tiedemann Arbitrage Strategy £1.4b
Syquant Helium Performance £866m
Lumyna - PSAM Global Event UCITS £663m
Man GLG Event Driven Alternative £643m

Largest Inflows (Q2'21 - Q2'20)

Change AUM
BlackRock Global Event Driven Fund £1.6b £4.5b
Man GLG Event Driven Alternative £525m £643m
CANDRIAM Index Arbitrage £157m £585m
Kite Lake Event Driven UCITS £136m £542m
GAMCO Merger Arbitrage £108m £462m

Largest Outflows (Q2'21 - Q2'20)

Change AUM
Allianz Merger Arbitrage Strategy £-172m £30m
Syquant Helium Performance £-164m £866m
Lumyna - Ramius Merger Arbitrage... £-155m £109m
Alpine Merger Arbitrage Fund £-45m £157m
GAM Star (Lux) Merger Arbitrage £-41m £110m

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Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.