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 -0.4 -6.9 4.3 0.5 0.5 0.7 -1.5
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
Man GLG Event Driven Alternative Merger Event 3.7
LO Event Convexity Merger Event 3.1
BlackRock Global Event Driven Merger Event 2.8
CANDRIAM Index Arbitrage Merger Event 2.4
Kite Lake Event Driven UCITS Merger Event 0.8
Franklin K2 Bardin Hill Arbitrage UCITS Fund Merger Event 0.4
Allianz Event Driven Strategy Merger Event 0.2
Boussard & Gavaudan Absolute Return Merger Event -0.1
Syquant Helium Opportunities Merger Event -1.0
Syquant Helium Merger Event -1.1

Bottom Funds YTD

YTD
Laffitte Dynamic Strategies UCITS Merger Event -21.7
Lutetia Absolute Return Merger Event -6.3
Leadersel Event Driven Merger Event -3.7
U Access (IRL) Cheyne Arbitrage Merger Event -3.5
MontLake Mygale Event Driven UCITS Merger Event -2.1
Syquant Helium Selection Merger Event -1.5
Syquant Helium Merger Event -1.1
Syquant Helium Opportunities Merger Event -1.0
Boussard & Gavaudan Absolute Return Merger Event -0.1
Allianz Event Driven Strategy Merger Event 0.2

Largest New Launches (12M)

AUM
Franklin K2 Bardin Hill Arbitrage UCITS Fund £82m

Largest Merger Event Funds

AUM
BlackRock Global Event Driven £2.8b
Syquant Helium Opportunities £539m
Syquant Helium £515m
CANDRIAM Index Arbitrage £428m
Kite Lake Event Driven UCITS £406m

Largest Inflows (Q2'20 - Q2'19)

Change AUM
BlackRock Global Event Driven £963m £2.8b
LO Event Convexity £68m £103m
Leadersel Event Driven £19m £348m
Kite Lake Event Driven UCITS £15m £406m
Lutetia Absolute Return £11m £69m

Largest Outflows (Q2'20 - Q2'19)

Change AUM
CANDRIAM Index Arbitrage £-449m £428m
Boussard & Gavaudan Absolute Return £-299m £274m
Syquant Helium Opportunities £-135m £539m
Syquant Helium Selection £-107m £266m
U Access (IRL) Cheyne Arbitrage £-61m £95m

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