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
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 7.7
Petrus Advisers Special Situations Event Driven 5.4
Lutetia Patrimoine Merger Arbitrage 5.1
Bantleon Event Driven Equities Merger Event 3.9
U Access (IRL) Cheyne Arbitrage Merger Event 3.6
Lyxor Tiedemann Arbitrage Strategy Merger Arbitrage 3.2
Alpine Merger Arbitrage Fund Merger Arbitrage 2.9
Lumyna - PSAM Global Event UCITS Event Driven 2.5
Lumyna - York Asian Event Driven UCITS Event Driven 2.4
GAMCO Merger Arbitrage Merger Arbitrage 2.4

Bottom Funds YTD

YTD
CANDRIAM Index Arbitrage Merger Event -0.1
Lutetia Absolute Return Merger Event -0.1
MontLake Burren Global Arbitrage UCITS Merger Arbitrage 0.2
GAM Star (Lux) Merger Arbitrage Merger Event 0.2
Leadersel Event Driven Merger Event 0.3
MontLake Mygale Event Driven UCITS Merger Event 0.4
Syquant Helium Opportunities Merger Event 0.5
Syquant Helium Merger Event 0.5
PrivilEdge – Amber Event Europe Event Driven 0.5
Franklin K2 Bardin Hill Arbitrage UCITS Fund Merger Arbitrage 0.6

Strategy AUM

30 September 2020
£10.5b -5% YOY

Largest Event Driven Funds

AUM
BlackRock Global Event Driven £2.9b
Lyxor Tiedemann Arbitrage Strategy £1.4b
Syquant Helium Performance £939m
Lumyna - PSAM Global Event UCITS £564m
Syquant Helium Opportunities £513m

Largest Inflows (Q3'20 - Q3'19)

Change AUM
BlackRock Global Event Driven £717m £2.9b
Man GLG Event Driven Alternative £117m £147m
Lumyna - York Asian Event Driven... £93m £171m
Lumyna - PSAM Global Event UCITS £70m £564m
LO Event Convexity £59m £108m

Largest Outflows (Q3'20 - Q3'19)

Change AUM
Lyxor Tiedemann Arbitrage Strategy £-353m £1.4b
Syquant Helium Performance £-259m £939m
Allianz Merger Arbitrage Strategy £-234m £47m
CIAM Satellite Event-Driven UCITS £-166m £131m
CANDRIAM Index Arbitrage £-157m £442m

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