Event Driven

Strategy Research, 08 Dec 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 2.3
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 15.7
Petrus Advisers Special Situations Event Driven 13.0
Bantleon Event Driven Equities Merger Event 7.3
Lumyna - York Asian Event Driven UCITS Event Driven 5.5
Alpine Merger Arbitrage Fund Merger Arbitrage 5.3
Lumyna - PSAM Global Event UCITS Event Driven 4.6
Syquant Helium Selection Event Driven 4.5
GAMCO Merger Arbitrage Merger Arbitrage 3.9
Man GLG Event Driven Alternative Merger Arbitrage 3.6
PrivilEdge – Amber Event Europe Event Driven 3.2

Bottom Funds YTD

YTD
Lutetia Absolute Return Merger Event -6.2
MontLake Burren Global Arbitrage UCITS Merger Arbitrage -0.4
CANDRIAM Index Arbitrage Merger Event 0.4
GAM Star (Lux) Merger Arbitrage Merger Event 0.9
MontLake Mygale Event Driven UCITS Merger Event 0.9
Leadersel Event Driven Merger Event 1.1
Franklin K2 Bardin Hill Arbitrage UCITS Fund Merger Arbitrage 1.3
Syquant Helium Merger Event 1.5
LO Event Convexity Merger Event 1.6
Syquant Helium Opportunities Merger Event 1.6

Strategy AUM

31 December 2020
£11.0b -3% YOY

Largest Event Driven Funds

AUM
BlackRock Global Event Driven £3.3b
Lyxor Tiedemann Arbitrage Strategy £1.3b
Syquant Helium Performance £841m
Lumyna - PSAM Global Event UCITS £580m
Syquant Helium £506m

Largest Inflows (Q4'20 - Q4'19)

Change AUM
BlackRock Global Event Driven £796m £3.3b
Man GLG Event Driven Alternative £204m £281m
Kite Lake Event Driven UCITS £81m £445m
CANDRIAM Index Arbitrage £63m £438m
Lumyna - York Asian Event Driven... £60m £171m

Largest Outflows (Q4'20 - Q4'19)

Change AUM
Lyxor Tiedemann Arbitrage Strategy £-271m £1.3b
Syquant Helium Performance £-256m £841m
Allianz Merger Arbitrage Strategy £-179m £43m
CIAM Satellite Event-Driven UCITS £-164m £131m
Syquant Helium Opportunities £-123m £487m

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