Event Driven

Strategy Research, 03 Sep 2020

Index Research Funds

AH Event Driven UCITS Index

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 0.3 -1.2 -7.7 4.2 0.7 0.5 1.0 1.0 -0.1 -1.6
2019 1.3 0.8 0.5 1.0 -0.9 0.3 0.4 -0.3 0.1 0.3 0.4 1.0 5.1
2018 0.3 0.0 -1.3 -0.2 0.7 0.1 -1.1 0.1 0.0 -1.2 0.3 -1.2 -3.5
2017 0.3 0.4 0.0 0.9 0.2 0.3 0.4 -0.8 0.1 -0.1 -0.7 0.5 1.5
2016 -1.3 -0.1 0.5 -0.2 0.2 -1.2 0.7 0.3 0.0 -0.8 0.3 0.7 -0.8
2015 -0.1 1.9 0.3 0.2 1.1 -1.3 -0.5 -1.8 -1.8 0.3 -0.6 -0.4 -2.7
2014 0.0 1.1 -0.5 -0.3 0.0 0.6 -0.7 -0.1 -1.2 -2.4 0.9 -0.1 -2.7
2013 0.0 0.0
Download Index Return Series

Top Funds YTD

YTD
Lumyna - York Asian Event Driven UCITS Event Driven 11.3
Lumyna - York Event Driven UCITS Event Driven 9.9
Man GLG Event Driven Alternative Merger Arbitrage 7.7
BlackRock Global Event Driven Merger Event 4.2
LO Event Convexity Merger Event 4.0
Kite Lake Event Driven UCITS Merger Event 3.2
GAMCO Merger Arbitrage Merger Arbitrage 2.6
Lumyna - PSAM Global Event UCITS Event Driven 2.5
CANDRIAM Index Arbitrage Merger Event 2.0
Franklin K2 Bardin Hill Arbitrage UCITS Fund Merger Arbitrage 1.8

Bottom Funds YTD

YTD
Laffitte Dynamic Strategies UCITS Merger Event -23.3
Lutetia Patrimoine Merger Arbitrage -13.8
Petrus Advisers Special Situations Event Driven -10.1
Lutetia Absolute Return Merger Event -9.8
Hadron Alpha Select UCITS Event Driven -7.7
Laffitte Risk Arbitrage UCITS Merger Arbitrage -7.7
U Access (IRL) Cheyne Arbitrage Merger Event -3.3
Alpine Merger Arbitrage Fund Merger Arbitrage -3.2
Leadersel Event Driven Merger Event -2.6
Lumyna - Ramius Merger Arbitrage UCITS Merger Arbitrage -2.4

Strategy AUM

30 June 2020
£11b -7% YOY

Largest Event Driven Funds

AUM
BlackRock Global Event Driven £2.9b
Lyxor Tiedemann Arbitrage Strategy £1.4b
Syquant Helium Performance £939m
Lumyna - PSAM Global Event UCITS £564m
Syquant Helium Opportunities £513m

Largest Inflows (Q2'20 - Q2'19)

Change AUM
BlackRock Global Event Driven £963m £2.9b
BlackRock Global Event Driven £717m £2.9b
Man GLG Event Driven Alternative £117m £147m
Lumyna - York Asian Event Driven... £93m £171m
Lumyna - PSAM Global Event UCITS £78m £564m

Largest Outflows (Q2'20 - Q2'19)

Change AUM
Lyxor Tiedemann Arbitrage Strategy £-493m £1.4b
CANDRIAM Index Arbitrage £-449m £442m
Lyxor Tiedemann Arbitrage Strategy £-353m £1.4b
Syquant Helium Performance £-259m £939m
Allianz Merger Arbitrage Strategy £-234m £47m

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