Merger Event

Strategy Research, 17 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 0.7
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 7.3
BlackRock Global Event Driven Merger Event 1.8
Kite Lake Event Driven UCITS Merger Event 1.8
U Access (IRL) Cheyne Arbitrage Merger Event 1.6
Syquant Helium Opportunities Merger Event 1.6
LO Event Convexity Merger Event 1.6
Syquant Helium Merger Event 1.5
Leadersel Event Driven Merger Event 1.1
MontLake Mygale Event Driven UCITS Merger Event 0.9
GAM Star (Lux) Merger Arbitrage Merger Event 0.9

Bottom Funds YTD

YTD
Lutetia Absolute Return Merger Event -6.2
CANDRIAM Index Arbitrage Merger Event 0.4
GAM Star (Lux) Merger Arbitrage Merger Event 0.9
MontLake Mygale Event Driven UCITS Merger Event 0.9
Leadersel Event Driven Merger Event 1.1
Syquant Helium Merger Event 1.5
LO Event Convexity Merger Event 1.6
Syquant Helium Opportunities Merger Event 1.6
U Access (IRL) Cheyne Arbitrage Merger Event 1.6
BlackRock Global Event Driven Merger Event 1.8

Largest Merger Event Funds

AUM
BlackRock Global Event Driven £3.3b
Syquant Helium £506m
Syquant Helium Opportunities £487m
Kite Lake Event Driven UCITS £445m
CANDRIAM Index Arbitrage £438m

Largest Inflows (Q4'20 - Q4'19)

Change AUM
BlackRock Global Event Driven £796m £3.3b
Kite Lake Event Driven UCITS £81m £445m
CANDRIAM Index Arbitrage £63m £438m
LO Event Convexity £44m £105m
Bantleon Event Driven Equities £17m £23m

Largest Outflows (Q4'20 - Q4'19)

Change AUM
Syquant Helium Opportunities £-123m £487m
Lutetia Absolute Return £-107m £11m
U Access (IRL) Cheyne Arbitrage £-62m £73m
GAM Star (Lux) Merger Arbitrage £-53m £149m
MontLake Mygale Event Driven UCITS £-51m £227m

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