Event Driven

Strategy Research, 08 Sep 2022

Index Research Funds

AH Event Driven UCITS Index

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 1.0 1.0
2022 -0.8 0.0 -0.2 -0.8 -1.2 -1.9 1.1 1.0 -1.3 0.4 0.3 0.1 -3.2
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
Petrus Advisers Special Situations Event Driven 14.0
Odey Special Situations Event Driven 8.1
CIAM Satellite Event-Driven UCITS Event Driven 6.8
Hadron Alpha Select UCITS Event Driven 4.5
Lumyna - MY Asian Event-Driven UCITS Fund Event Driven 3.3
BlackRock Global Event Driven Fund Merger Event 3.1
Man GLG Event Driven Alternative Merger Arbitrage 1.5
Syquant Helium Selection Event Driven 1.4
AQR Sustainable Corporate Arbitrage UCITS ... Merger Event 1.3
MontLake Mygale Event Driven UCITS Merger Event 1.1

Bottom Funds YTD

YTD
Alpine Merger Arbitrage Fund Merger Arbitrage -3.5
Candriam Equities L Risk Arbitrage Opportu... Merger Arbitrage -1.3
U ACCESS (IRL) Cheyne Arbitrage UCITS Merger Event -1.2
Lumyna - Ramius Merger Arbitrage UCITS Merger Arbitrage -0.7
Laffitte Risk Arbitrage UCITS Merger Arbitrage -0.6
MontLake Abrax Merger Arbitrage UCITS Fund Merger Arbitrage -0.6
First Private Systematic Merger Opportunities Merger Event -0.4
Lyxor Tiedemann Arbitrage Strategy Merger Arbitrage -0.3
GAM Star (Lux) Merger Arbitrage Merger Arbitrage -0.2
IAM O’Connor Event Driven UCITS Fund Event Driven -0.1

Strategy AUM

31 December 2022
£14.0b -10% YOY

Largest Event Driven Funds

AUM
BlackRock Global Event Driven Fund £3.5b
Lyxor Tiedemann Arbitrage Strategy £1.4b
Man GLG Event Driven Alternative £1.1b
Syquant Helium Performance £1.1b
Candriam Index Arbitrage £825m

Largest Inflows (Q4'22 - Q4'21)

Change AUM
Syquant Helium Performance £175m £1.1b
Man GLG Event Driven Alternative £165m £1.1b
GAMCO Merger Arbitrage £111m £706m
Syquant Helium Selection £87m £415m
Alma Platinum IV Oceanwood Oppor... £77m £135m

Largest Outflows (Q4'22 - Q4'21)

Change AUM
BlackRock Global Event Driven Fund £-1,344m £3.5b
Lyxor Tiedemann Arbitrage Strategy £-300m £1.4b
Lumyna - PSAM Global Event UCITS £-200m £615m
MontLake Mygale Event Driven UCITS £-130m £291m
CIAM Satellite Event-Driven UCITS £-81m £16m

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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.