Event Driven

Strategy Research, 20 Sep 2021

Index Research Funds

AH Event Driven UCITS Index

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2022 -0.8 0.0 -0.2 -0.8 -1.7
2021 0.8 1.3 0.2 1.5 0.4 -0.1 -0.8 1.0 0.3 0.9 -0.6 0.4 5.4
2020 0.3 -1.2 -7.7 4.2 0.7 0.5 1.0 1.0 -0.1 -0.1 3.2 1.6 3.0
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
PrivilEdge – Amber Event Europe Event Driven 1.0
Kite Lake Event Driven UCITS Merger Event -0.1
Candriam Index Arbitrage Merger Event -0.3
Franklin K2 Bardin Hill Arbitrage UCITS Fund Merger Arbitrage -0.6
MontLake Burren Global Arbitrage UCITS Merger Arbitrage -0.9
Man GLG Event Driven Alternative Merger Arbitrage -1.1
U Access (IRL) Cheyne Arbitrage Merger Event -1.3
Syquant Helium Opportunities Merger Event -1.9
Syquant Helium Selection Event Driven -1.9
Syquant Helium Fund Merger Event -2.1

Bottom Funds YTD

YTD
Petrus Advisers Special Situations Event Driven -15.8
CIAM Satellite Event-Driven UCITS Event Driven -13.1
Hadron Alpha Select UCITS Event Driven -9.8
Lumyna - Ramius Merger Arbitrage UCITS Merger Arbitrage -8.5
KLS Athos Event Driven Merger Event -7.4
Odey Special Situations Event Driven -6.6
Bantleon Event Driven Equities Merger Event -6.1
Lutetia Patrimoine Merger Arbitrage -5.1
MontLake Abrax Merger Arbitrage UCITS Fund Merger Arbitrage -4.9
Leadersel Event Driven Merger Event -4.9

Largest New Launches (12M)

AUM
Alma Platinum IV Oceanwood Opportunities £76m
AQR Sustainable Corporate Arbitrage UCITS Fund £40m

Strategy AUM

31 March 2022
£15.9b 35% YOY

Largest Event Driven Funds

AUM
BlackRock Global Event Driven Fund £4.6b
Lyxor Tiedemann Arbitrage Strategy £1.8b
Syquant Helium Performance £1.1b
Man GLG Event Driven Alternative £996m
Candriam Index Arbitrage £990m

Largest Inflows (Q1'22 - Q1'21)

Change AUM
BlackRock Global Event Driven Fund £735m £4.6b
Man GLG Event Driven Alternative £570m £996m
Candriam Index Arbitrage £488m £990m
Lyxor Tiedemann Arbitrage Strategy £390m £1.8b
Syquant Helium Performance £269m £1.1b

Largest Outflows (Q1'22 - Q1'21)

Change AUM
Lumyna - Ramius Merger Arbitrage... £-34m £121m
GAM Star (Lux) Merger Arbitrage £-32m £79m
Lutetia Patrimoine £-30m £5m
CIAM Satellite Event-Driven UCITS £-18m £73m
Hadron Alpha Select UCITS £-18m £22m

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Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.