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
2020 0.2 -0.4 -6.9 4.3 0.5 0.5 0.7 0.4 -0.4 -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
BlackRock Global Event Driven Merger Event 4.4
LO Event Convexity Merger Event 4.0
Kite Lake Event Driven UCITS Merger Event 3.2
CANDRIAM Index Arbitrage Merger Event 2.0
Allianz Event Driven Strategy Merger Event 0.2
Syquant Helium Opportunities Merger Event -0.1
Syquant Helium Merger Event -0.3
MontLake Mygale Event Driven UCITS Merger Event -0.9
Bantleon Event Driven Equities Merger Event -2.0
Leadersel Event Driven Merger Event -2.3

Bottom Funds YTD

YTD
Laffitte Dynamic Strategies UCITS Merger Event -22.8
Lutetia Absolute Return Merger Event -10.1
U Access (IRL) Cheyne Arbitrage Merger Event -3.3
Leadersel Event Driven Merger Event -2.3
Bantleon Event Driven Equities Merger Event -2.0
MontLake Mygale Event Driven UCITS Merger Event -0.9
Syquant Helium Merger Event -0.3
Syquant Helium Opportunities Merger Event -0.1
Allianz Event Driven Strategy Merger Event 0.2
CANDRIAM Index Arbitrage Merger Event 2.0

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
Bantleon Event Driven Equities £14m £18m

Largest Outflows (Q2'20 - Q2'19)

Change AUM
CANDRIAM Index Arbitrage £-449m £428m
Syquant Helium Opportunities £-135m £539m
U Access (IRL) Cheyne Arbitrage £-61m £95m
Laffitte Dynamic Strategies UCITS £-23m £12m
MontLake Mygale Event Driven UCITS £-6m £235m

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