Sub Index - Multi Event

Multi Event managers are less restricted to merger events (typically less than 30-40% of risk), instead considering a wide array of corporate situations including bankruptcies, spin offs, activist turn arounds, capital buyback, regulatory changes, earnings announcements or other distressed opportunities. These funds typically run a return seeking mandate, and as such they tend to be more volatile, higher beta propositions.

Performance

Monthly Returns

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 3.1 0.1 -1.8 0.6 -2.1 -0.2
2022 -1.1 -0.5 -0.9 -1.1 -1.2 -4.0 1.2 1.7 -2.0 -0.3 1.2 -0.3 -7.1
2021 1.5 3.1 1.5 1.9 0.2 -0.3 -0.3 1.7 0.4 2.3 -1.3 0.3 11.6
2020 0.7 -4.7 -9.8 4.4 2.8 1.3 1.9 3.5 -0.1 -1.4 5.8 3.2 6.7
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
Show all
  • Region Global
  • Currency Local Currency
  • Frequency Monthly Rebalancing
  • Methodology Equally Weighted
  • Download Index Return Series

Index Constituents

Filter by:
Name Inception Date Geography AUM AMC Perf. Fee Hurdle Min Inv. Liquidity MTD YTD 2022 1W 1M 3M 6M 1Y 2Y 3Y ISIN Liquidity Domicile Inv. Adviser Portfolio Manager UN PRI Signatory Companywide ESG Policy SFDR ESG Data Integration Active Ownership ESG Exclusion List Return Consistency
Percentile Rank
Performance
Percentile Rank
Diversifier
Percentile Rank
Downside Protection
Percentile Rank
Low Risk
Percentile Rank
AERA Fund SICAV Event Driven Opportunities Aug 2019 Global £6m 1.50% 20% Daily 0.0 LU2035554828 Daily Luxembourg Per4m Asset Management Tullio Salvatore, Peter Cam... Article 6 64 23 49 45 65
Alma Platinum IV Oceanwood Opportunities Sep 2021 Europe £131m 1.25% 18% 1,000,000 Daily 0.6 -5.2 -3.0 -1.8 -0.8 -6.6 -4.1 -6.0 LU2349504873 Daily Luxembourg Oceanwood Capital Management Christopher Gate, Julian Ga... Yes Yes Article 8 Yes Yes N/A
CIAM Satellite Event-Driven UCITS Jul 2018 Europe £13m 1.50% 15% No 50,000 Daily 0.9 3.9 -24.8 -0.1 -2.4 -4.4 3.0 -10.2 -22.9 LU1840467259 Daily Luxembourg CIAM Catherine Berjal, Anne-Soph... 16 22 45 9 11
Hadron Alpha Select UCITS Apr 2010 Global £6m 2.00% 20% 100,000 Daily 4.3 -7.2 1.3 0.2 1.6 6.0 -0.8 58.6 IE00B62LK681 Daily Ireland Hadron Capital M D’Attanasio, M Ciuchini, ... 30 99 38 18 41
IAM O’Connor Event Driven UCITS Fund Feb 2021 Global £240m 1.05% 20% No 0 Weekly 0.1 -2.9 -1.2 0.1 -3.1 -2.6 -2.4 -2.9 -3.8 IE00BKX8M153 Weekly Ireland International Asset Management Joe Newell, Blake Hiltabrand Yes Yes Article 6 No N/A N/A
Lumyna - MY Asian Event-Driven UCITS Fund Nov 2010 Asia £127m 1.50% 20% No 1,000,000 Weekly 1.1 -1.8 -6.9 0.5 -1.5 -3.8 -1.8 -8.3 -19.1 -5.2 LU0532510723 Weekly Luxembourg York Capital Management Masahiko Yamaguchi No No Article 6 No No N/A 38 30 83 88 23
Lumyna - PSAM Global Event UCITS Sep 2010 Global £545m 1.50% 15% No 1,000,000 Weekly 0.2 -4.8 -5.9 0.5 -2.5 -4.3 -5.0 -5.6 -8.9 9.3 LU1951089868 Weekly Luxembourg P. Schoenfeld Asset Management Peter Schoenfeld Yes Yes Article 6 No Yes Yes 67 73 69 50 72
Melqart Event Driven UCITS Fund Feb 2023 Global 1.50% 20% Yes 1,000,000 Daily 0.0 IE000133ZDE2 Daily Ireland Tages Capital LLP Michel Massoud, Joseph Gebr... Yes Yes Article 6 Yes N/A N/A
Odey Special Situations Oct 2019 Global £77m 0.75% 20% No 1,000,000 Daily 0.3 -7.0 -12.8 -0.6 -6.2 -11.6 -7.8 -13.7 -7.3 36.9 IE00BK6GVB95 Daily Ireland Odey Asset Management Adrian Courtenay Yes Yes Article 6 No N/A N/A 40 98 88 38 17
Petrus Advisers Special Situations Aug 2015 Europe £100m 2.00% 20% 12M EURIBOR +3% 250,000 Daily 0.0 13.0 -18.9 0.6 0.6 -2.4 8.0 5.2 -1.2 28.3 LU1214677046 Daily Luxembourg Petrus Advisers Petrus Advisers 30 90 34 3 7
Pictet TR - Lotus Dec 2022 Asia £133m 1.10% 20% Yes 1,000,000 Weekly -0.4 -2.3 -1.6 -3.0 -3.0 LU2549859457 Weekly Luxembourg Pictet Funds (Europe) S.A. Jon Withaar No No Article 6 No N/A N/A
PrivilEdge – Amber Event Europe UCITS Jun 2018 Europe £146m 1.25% 17.5% No 5,000,000 Weekly 0.1 0.8 -0.2 0.3 -1.3 -0.1 0.3 -2.1 1.7 23.4 LU1840470048 Weekly Luxembourg Amber Capital Olivier Fortesa Yes Yes Article 8 Yes Yes Yes 64 78 49 40 82
Syquant Helium Performance May 2013 Global £1.0b 1.00% 15% Yes 100,000 Daily 1.2 0.0 -0.4 0.1 1.7 3.8 3.5 14.8 LU0912262275 Daily Luxembourg Syquant Capital Xavier Morin Yes Yes Article 6 Yes Yes N/A 91 74 46 59 95
Syquant Helium Selection Sep 2014 Global £434m 1.00% 15% Yes 100,000 Daily 1.9 3.0 -0.3 0.4 2.9 6.9 9.9 30.6 LU1112771255 Daily Luxembourg Syquant Capital Xavier Morin Yes Yes Article 6 Yes Yes N/A 92 94 52 64 87
Displaying 1 - 14 of 14 funds. View all

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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.