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 4.3
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 15.6
Petrus Advisers Special Situations Event Driven 14.4
Bantleon Event Driven Equities Merger Event 9.7
Syquant Helium Selection Event Driven 7.6
Lumyna - PSAM Global Event UCITS Event Driven 6.6
Alpine Merger Arbitrage Fund Merger Arbitrage 6.6
Lumyna - York Asian Event Driven UCITS Event Driven 5.7
Laffitte Risk Arbitrage UCITS Merger Arbitrage 5.6
GAMCO Merger Arbitrage Merger Arbitrage 5.3
Man GLG Event Driven Alternative Merger Arbitrage 5.1

Bottom Funds YTD

YTD
MontLake Burren Global Arbitrage UCITS Merger Arbitrage -0.8
CANDRIAM Index Arbitrage Merger Event 0.4
LO Event Convexity Merger Event 1.7
MontLake Mygale Event Driven UCITS Merger Event 1.8
Franklin K2 Bardin Hill Arbitrage UCITS Fund Merger Arbitrage 2.2
Leadersel Event Driven Merger Event 2.3
U Access (IRL) Cheyne Arbitrage Merger Event 2.4
GAM Star (Lux) Merger Arbitrage Merger Event 2.5
Allianz Merger Arbitrage Strategy Merger Arbitrage 2.9
BlackRock Global Event Driven Merger Event 3.2

Largest New Launches (12M)

AUM
IAM O’Connor Event Driven UCITS £71m

Strategy AUM

31 March 2021
£11.7b 14% YOY

Largest Event Driven Funds

AUM
BlackRock Global Event Driven £3.8b
Lyxor Tiedemann Arbitrage Strategy £1.4b
Syquant Helium Performance £818m
Lumyna - PSAM Global Event UCITS £608m
Syquant Helium £510m

Largest Inflows (Q1'21 - Q1'20)

Change AUM
BlackRock Global Event Driven £1.4b £3.8b
Man GLG Event Driven Alternative £339m £425m
CANDRIAM Index Arbitrage £152m £502m
Kite Lake Event Driven UCITS £87m £461m
Lumyna - York Asian Event Driven... £68m £184m

Largest Outflows (Q1'21 - Q1'20)

Change AUM
Allianz Merger Arbitrage Strategy £-182m £36m
Syquant Helium Performance £-179m £818m
Alpine Merger Arbitrage Fund £-117m £136m
Lumyna - Ramius Merger Arbitrage... £-80m £155m
Syquant Helium Opportunities £-60m £483m

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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.