Event Driven

Strategy Research, 12 Jun 2019

Index Research Funds

AH Event Driven UCITS Index

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 0.3 0.3
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
Boussard & Gavaudan Absolute Return Merger Event 3.1
Lumyna - PSAM Global Event UCITS Event Driven 1.7
Lumyna - York Asian Event Driven UCITS Event Driven 1.4
LO Event Convexity Merger Event 0.8
Syquant Helium Selection Merger Event 0.8
Alpine Merger Arbitrage Fund Merger Arbitrage 0.7
Bantleon Event Driven Equities Event Driven 0.5
Syquant Helium Opportunities Merger Event 0.5
Syquant Helium Merger Event 0.4
CANDRIAM Index Arbitrage Merger Event 0.4

Bottom Funds YTD

YTD
Hadron Alpha Select UCITS Event Driven -12.4
Petrus Advisers Special Situations Event Driven -4.2
U Access (IRL) Cheyne Arbitrage Merger Event -2.1
Laffitte Dynamic Strategies UCITS Merger Event -1.7
Lumyna - Ramius Merger Arbitrage UCITS Merger Arbitrage -1.3
Lumyna - York Event Driven UCITS Event Driven -0.6
Laffitte Risk Arbitrage UCITS Merger Arbitrage -0.6
Lutetia Patrimoine Merger Arbitrage -0.4
Man GLG Event Driven Alternative Merger Event -0.4
BlackRock Global Event Driven Merger Event -0.3

Largest New Launches (12M)

AUM
Franklin K2 Bardin Hill Arbitrage UCITS Fund £98m
Man GLG Event Driven Alternative £77m
Bantleon Event Driven Equities £6m

Strategy AUM

31 December 2019
£11.3b 6% YOY

Largest Event Driven Funds

AUM
BlackRock Global Event Driven £2.5b
Lyxor Tiedemann Arbitrage Strategy £1.6b
Syquant Helium Performance £1.1b
Syquant Helium Opportunities £610m
Lumyna - PSAM Global Event UCITS £531m

Largest Inflows (Q4'19 - Q4'18)

Change AUM
BlackRock Global Event Driven £1.1b £2.5b
Lyxor Tiedemann Arbitrage Strategy £338m £1.6b
Lumyna - Ramius Merger Arbitrage... £137m £268m
Leadersel Event Driven £109m £370m
MontLake Mygale Event Driven UCITS £101m £278m

Largest Outflows (Q4'19 - Q4'18)

Change AUM
CANDRIAM Index Arbitrage £-480m £375m
Boussard & Gavaudan Absolute Return £-382m £391m
Syquant Helium Performance £-232m £1.1b
Allianz Merger Arbitrage Strategy £-155m £222m
Syquant Helium Opportunities £-83m £610m

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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.