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
2022 -0.8 0.0 -0.2 -0.8 -1.2 -1.9 1.1 1.0 -2.7
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
U Access (IRL) Cheyne Arbitrage Merger Event 3.3
Kite Lake Event Driven UCITS Merger Event 2.7
Alpine Merger Arbitrage Fund Merger Arbitrage 2.2
Franklin K2 Bardin Hill Arbitrage UCITS Fund Merger Arbitrage 1.5
Man GLG Event Driven Alternative Merger Arbitrage 1.2
MontLake Burren Global Arbitrage UCITS Merger Arbitrage 0.8
GAMCO Merger Arbitrage Merger Arbitrage 0.4
GAM Star (Lux) Merger Arbitrage Merger Arbitrage 0.3
Syquant Helium Selection Event Driven 0.0
Candriam Equities L Risk Arbitrage Opportu... Merger Arbitrage -0.1

Bottom Funds YTD

YTD
CIAM Satellite Event-Driven UCITS Event Driven -21.8
Petrus Advisers Special Situations Event Driven -21.2
Bantleon Event Driven Equities Merger Event -9.2
Hadron Alpha Select UCITS Event Driven -7.5
KLS Athos Event Driven Merger Event -6.6
Lumyna - PSAM Global Event UCITS Event Driven -6.0
Lutetia Patrimoine Merger Arbitrage -5.4
Lumyna - York Asian Event Driven UCITS Event Driven -4.9
Leadersel Event Driven Merger Event -4.4
LO Event Convexity Merger Event -4.1

Strategy AUM

30 June 2022
£15.4b 15% YOY

Largest Event Driven Funds

AUM
BlackRock Global Event Driven Fund £4.1b
Lyxor Tiedemann Arbitrage Strategy £1.6b
Syquant Helium Performance £1.1b
Man GLG Event Driven Alternative £1.0b
Candriam Index Arbitrage £979m

Largest Inflows (Q2'22 - Q2'21)

Change AUM
Candriam Index Arbitrage £394m £979m
Man GLG Event Driven Alternative £375m £1.0b
Syquant Helium Performance £253m £1.1b
GAMCO Merger Arbitrage £250m £712m
Lyxor Tiedemann Arbitrage Strategy £201m £1.6b

Largest Outflows (Q2'22 - Q2'21)

Change AUM
BlackRock Global Event Driven Fund £-377m £4.1b
CIAM Satellite Event-Driven UCITS £-56m £38m
GAM Star (Lux) Merger Arbitrage £-37m £74m
Petrus Advisers Special Situations £-25m £78m
Hadron Alpha Select UCITS £-25m £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.