Merger Event

Strategy Research, 08 Sep 2022

Index Research Funds

Sub Index - Merger Event

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.2 -0.1 0.1
2022 -0.6 0.0 0.0 -0.7 -0.9 -1.4 0.9 0.6 -1.3 0.5 0.6 0.1 -2.0
2021 0.1 0.7 -0.1 1.3 0.4 -0.1 -0.8 0.8 0.3 0.3 -0.3 0.3 2.9
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
Syquant Helium Fund Merger Event 0.8
Syquant Helium Opportunities Merger Event 0.8
BlackRock Global Event Driven Fund Merger Event 0.6
Candriam Index Arbitrage Merger Event 0.6
LO Event Convexity Merger Event 0.5
MontLake Mygale Event Driven UCITS Merger Event 0.4
KLS Athos Event Driven Merger Event -0.3
AQR Sustainable Corporate Arbitrage UCITS ... Merger Event -0.6
Leadersel Event Driven Merger Event -1.3
Bantleon Event Driven Equities Merger Event -2.7

Bottom Funds YTD

YTD
U ACCESS (IRL) Cheyne Arbitrage UCITS Merger Event -5.4
Kite Lake Event Driven UCITS Merger Event -3.4
Bantleon Event Driven Equities Merger Event -2.7
Leadersel Event Driven Merger Event -1.3
AQR Sustainable Corporate Arbitrage UCITS ... Merger Event -0.6
KLS Athos Event Driven Merger Event -0.3
MontLake Mygale Event Driven UCITS Merger Event 0.4
LO Event Convexity Merger Event 0.5
Candriam Index Arbitrage Merger Event 0.6
BlackRock Global Event Driven Fund Merger Event 0.6

Largest Merger Event Funds

AUM
BlackRock Global Event Driven Fund £3.5b
Candriam Index Arbitrage £825m
Syquant Helium Fund £654m
Kite Lake Event Driven UCITS £605m
Syquant Helium Opportunities £565m

Largest Inflows (Q4'22 - Q4'21)

Change AUM
AQR Sustainable Corporate Arbitr... £66m £75m
AB Event Driven Portfolio £48m £175m
U ACCESS (IRL) Cheyne Arbitrage ... £23m £94m
Kite Lake Event Driven UCITS £20m £605m
Candriam Index Arbitrage £11m £825m

Largest Outflows (Q4'22 - Q4'21)

Change AUM
BlackRock Global Event Driven Fund £-1,344m £3.5b
MontLake Mygale Event Driven UCITS £-130m £291m
Syquant Helium Fund £-58m £654m
Leadersel Event Driven £-46m £274m
LO Event Convexity £-30m £90m

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