Event Driven

Strategy Research, 12 Jun 2019

Index Research Funds

Sub Index - Event Driven

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 0.7 -4.7 -9.8 4.4 -9.6
2019 1.9 1.0 0.4 1.1 -0.5 1.1 0.5 -0.4 0.2 0.1 0.9 2.5 9.0
2018 0.3 0.4 -1.1 0.1 0.5 -0.4 -1.7 -0.4 -0.3 -1.9 -0.4 -2.5 -7.2
2017 1.3 0.7 1.0 1.2 0.7 0.6 0.6 0.0 0.0 0.5 -0.4 0.2 6.5
2016 -3.4 0.1 0.8 0.5 0.7 -3.2 1.1 0.6 0.7 -1.1 -0.2 1.4 -2.2
2015 -1.2 4.2 0.6 -0.6 2.9 -4.1 -1.3 -6.2 -4.4 1.9 -2.0 -2.7 -12.6
2014 0.4 3.4 -0.6 -0.3 1.3 2.2 -1.4 0.7 -2.6 -2.2 3.4 0.1 4.3
2013 2.9 0.6 2.5 0.5 2.8 -2.5 3.6 -0.5 1.8 1.8 2.1 2.6 19.6
2012 3.9 2.5 1.5 -0.5 -5.3 -2.5 -2.6 2.7 -1.6 1.1 2.2 2.1 3.1
2011 1.6 1.3 0.8 -0.3 -2.9 -2.0 -6.5 -4.8 3.8 0.8 0.3 -8.0
Download Index Return Series

Top Funds YTD

YTD
Lumyna - York Asian Event Driven UCITS Event Driven 1.6
Lumyna - York Event Driven UCITS Event Driven -0.3
Lumyna - PSAM Global Event UCITS Event Driven -2.7
Bantleon Event Driven Equities Event Driven -4.3
PrivilEdge – Amber Event Europe Event Driven -8.2
Petrus Advisers Special Situations Event Driven -16.8
Hadron Alpha Select UCITS Event Driven -22.1

Bottom Funds YTD

YTD
Hadron Alpha Select UCITS Event Driven -22.1
Petrus Advisers Special Situations Event Driven -16.8
PrivilEdge – Amber Event Europe Event Driven -8.2
Bantleon Event Driven Equities Event Driven -4.3
Lumyna - PSAM Global Event UCITS Event Driven -2.7
Lumyna - York Event Driven UCITS Event Driven -0.3
Lumyna - York Asian Event Driven UCITS Event Driven 1.6

Largest New Launches (12M)

AUM
Per4m - Event Driven Opportunities £25m
Bantleon Event Driven Equities £16m

Largest Event Driven Funds

AUM
Lumyna - PSAM Global Event UCITS £542m
CIAM Satellite Event-Driven UCITS £260m
Lumyna - York Asian Event Driven... £116m
Petrus Advisers Special Situations £74m
Lumyna - York Event Driven UCITS £43m

Largest Inflows (Q1'20 - Q1'19)

Change AUM
Petrus Advisers Special Situations £52m £74m
Lumyna - York Asian Event Driven... £15m £116m

Largest Outflows (Q1'20 - Q1'19)

Change AUM
CIAM Satellite Event-Driven UCITS £-75m £260m
Hadron Alpha Select UCITS £-22m £24m
Lumyna - York Event Driven UCITS £-7m £43m

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