Merger Event

Strategy Research, 12 Jun 2019

Index Research Funds

Sub Index - Merger Event

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 0.2 0.2
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
Boussard & Gavaudan Absolute Return Merger Event 3.1
LO Event Convexity Merger Event 0.8
Syquant Helium Selection Merger Event 0.8
Syquant Helium Opportunities Merger Event 0.5
Syquant Helium Merger Event 0.4
Syquant Helium Performance Merger Event 0.4
CANDRIAM Index Arbitrage Merger Event 0.4
Franklin K2 Bardin Hill Arbitrage UCITS Fund Merger Event 0.3
Kite Lake Event Driven UCITS Merger Event -0.1
Leadersel Event Driven Merger Event -0.1

Bottom Funds YTD

YTD
U Access (IRL) Cheyne Arbitrage Merger Event -2.1
Laffitte Dynamic Strategies UCITS Merger Event -1.7
Man GLG Event Driven Alternative Merger Event -0.4
BlackRock Global Event Driven Merger Event -0.3
MontLake Mygale Event Driven UCITS Merger Event -0.2
Laffitte Diversified Return Merger Event -0.2
Allianz Event Driven Strategy Merger Event -0.2
Lutetia Absolute Return Merger Event -0.2
Leadersel Event Driven Merger Event -0.1
Kite Lake Event Driven UCITS Merger Event -0.1

Largest New Launches (12M)

AUM
Franklin K2 Bardin Hill Arbitrage UCITS Fund £98m
Man GLG Event Driven Alternative £77m

Largest Merger Event Funds

AUM
BlackRock Global Event Driven £2.5b
Syquant Helium Performance £1.1b
Syquant Helium Opportunities £610m
Syquant Helium £512m
Boussard & Gavaudan Absolute Return £391m

Largest Inflows (Q4'19 - Q4'18)

Change AUM
BlackRock Global Event Driven £1.1b £2.5b
Leadersel Event Driven £109m £370m
MontLake Mygale Event Driven UCITS £101m £278m
Lutetia Absolute Return £79m £118m
U Access (IRL) Cheyne Arbitrage £28m £135m

Largest Outflows (Q4'19 - Q4'18)

Change AUM
CANDRIAM Index Arbitrage £-480m £375m
Boussard & Gavaudan Absolute Return £-382m £391m
Syquant Helium Performance £-232m £1.1b
Syquant Helium Opportunities £-83m £610m
Syquant Helium £-37m £512m

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