Merger Event

Strategy Research, 03 Sep 2020

Index Research Funds

Sub Index - Merger Event

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2021 0.1 0.7 -0.1 1.3 0.4 -0.1 -0.8 0.8 0.3 2.6
2020 0.2 -0.4 -6.9 4.3 0.5 0.5 0.7 0.4 -0.4 -0.2 2.4 1.1 1.8
2019 1.1 0.8 0.7 1.0 -0.9 -0.1 0.3 -0.4 -0.2 0.2 0.2 0.6 3.4
2018 0.3 -0.2 -1.4 -0.4 0.7 0.3 -1.0 0.3 0.1 -1.1 0.4 -0.6 -2.5
2017 0.3 0.4 -0.6 0.8 0.0 0.1 0.6 -1.8 0.0 -0.6 -1.2 1.1 -0.8
2016 -1.0 -0.4 0.1 -0.4 0.4 -0.4 1.2 0.4 -0.1 -1.4 0.4 0.7 -0.5
2015 -0.2 2.2 0.2 0.4 1.0 -1.2 -0.3 -2.0 -2.1 -0.2 -0.3 0.0 -2.4
2014 0.5 1.3 -0.5 -0.1 0.7 0.7 -0.6 0.1 -0.7 -2.4 1.0 -0.3 -0.4
2013 0.6 0.2 0.8 0.7 1.1 -0.7 1.3 -0.1 1.0 0.4 0.3 0.7 6.5
2012 1.6 1.6 1.1 0.2 -0.8 0.0 -0.1 1.1 -0.1 -0.7 0.5 1.5 6.2
2011 1.3 0.8 -0.1 0.4 -1.0 -0.4 -0.6 -1.6 -1.2 2.1 -0.8 0.4 -0.8
2010 0.6 -0.4 -0.1 0.2 -0.5 -0.1 1.4 0.1 0.4 0.3 -0.2 1.1 2.7
Download Index Return Series

Top Funds YTD

YTD
Bantleon Event Driven Equities Merger Event 12.4
Helium Invest Merger Event 9.9
Syquant Helium Opportunities Merger Event 4.7
Helium Fund Merger Event 4.5
Kite Lake Event Driven UCITS Merger Event 4.3
MontLake Mygale Event Driven UCITS Merger Event 3.6
Leadersel Event Driven Merger Event 3.4
GAM Star (Lux) Merger Arbitrage Merger Event 2.9
BlackRock Global Event Driven Fund Merger Event 1.7
U Access (IRL) Cheyne Arbitrage Merger Event 1.4

Bottom Funds YTD

YTD
CANDRIAM Index Arbitrage Merger Event 1.1
LO Event Convexity Merger Event 1.3
U Access (IRL) Cheyne Arbitrage Merger Event 1.4
BlackRock Global Event Driven Fund Merger Event 1.7
GAM Star (Lux) Merger Arbitrage Merger Event 2.9
Leadersel Event Driven Merger Event 3.4
MontLake Mygale Event Driven UCITS Merger Event 3.6
Kite Lake Event Driven UCITS Merger Event 4.3
Helium Fund Merger Event 4.5
Syquant Helium Opportunities Merger Event 4.7

Largest New Launches (12M)

AUM
KLS Athos Event Driven £51m

Largest Merger Event Funds

AUM
BlackRock Global Event Driven Fund £4.5b
CANDRIAM Index Arbitrage £585m
Helium Fund £543m
Kite Lake Event Driven UCITS £542m
Syquant Helium Opportunities £514m

Largest Inflows (Q2'21 - Q2'20)

Change AUM
BlackRock Global Event Driven Fund £1.6b £4.5b
CANDRIAM Index Arbitrage £157m £585m
Kite Lake Event Driven UCITS £136m £542m
MontLake Mygale Event Driven UCITS £81m £316m
LO Event Convexity £38m £141m

Largest Outflows (Q2'21 - Q2'20)

Change AUM
GAM Star (Lux) Merger Arbitrage £-41m £110m
Leadersel Event Driven £-30m £318m
Syquant Helium Opportunities £-24m £514m
U Access (IRL) Cheyne Arbitrage £-19m £76m

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