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
2021 0.8 1.3 0.2 1.5 0.4 -0.1 4.2
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
Hadron Alpha Select UCITS Event Driven 18.2
Petrus Advisers Special Situations Event Driven 17.2
Bantleon Event Driven Equities Merger Event 9.3
Syquant Helium Selection Event Driven 8.5
AB Event Driven Portfolio Merger Event 5.4
Syquant Helium Performance Event Driven 5.4
Lumyna - PSAM Global Event UCITS Event Driven 5.0
Man GLG Event Driven Alternative Merger Arbitrage 4.8
Laffitte Risk Arbitrage UCITS Merger Arbitrage 4.6
Kite Lake Event Driven UCITS Merger Event 4.4

Bottom Funds YTD

YTD
MontLake Burren Global Arbitrage UCITS Merger Arbitrage -0.9
U Access (IRL) Cheyne Arbitrage Merger Event -0.8
CANDRIAM Index Arbitrage Merger Event 0.6
Franklin K2 Bardin Hill Arbitrage UCITS Fund Merger Arbitrage 0.9
Lumyna - Ramius Merger Arbitrage UCITS Merger Arbitrage 1.0
LO Event Convexity Merger Event 1.0
Lumyna - York Asian Event Driven UCITS Event Driven 1.2
BlackRock Global Event Driven Fund Merger Event 1.3
GAM Star (Lux) Merger Arbitrage Merger Event 1.6
Leadersel Event Driven Merger Event 1.6

Largest New Launches (12M)

AUM
IAM O’Connor Event Driven UCITS £71m
KLS Athos Event Driven £51m

Strategy AUM

30 June 2021
£13.2b 22% YOY

Largest Event Driven Funds

AUM
BlackRock Global Event Driven Fund £4.5b
Lyxor Tiedemann Arbitrage Strategy £1.4b
Syquant Helium Performance £866m
Lumyna - PSAM Global Event UCITS £663m
Man GLG Event Driven Alternative £643m

Largest Inflows (Q2'21 - Q2'20)

Change AUM
BlackRock Global Event Driven Fund £1.6b £4.5b
Man GLG Event Driven Alternative £525m £643m
CANDRIAM Index Arbitrage £157m £585m
Kite Lake Event Driven UCITS £136m £542m
GAMCO Merger Arbitrage £108m £462m

Largest Outflows (Q2'21 - Q2'20)

Change AUM
Allianz Merger Arbitrage Strategy £-172m £30m
Syquant Helium Performance £-164m £866m
Lumyna - Ramius Merger Arbitrage... £-155m £109m
Alpine Merger Arbitrage Fund £-45m £157m
GAM Star (Lux) Merger Arbitrage £-41m £110m

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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.