Event Driven

Strategy Research, 08 Sep 2022

Index Research Funds

Sub Index - Event Driven

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
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
Download Index Return Series

Top Funds YTD

YTD
Petrus Advisers Special Situations Event Driven 10.7
Odey Special Situations Event Driven 5.9
Lumyna - MY Asian Event-Driven UCITS Fund Event Driven 4.7
Hadron Alpha Select UCITS Event Driven 4.6
CIAM Satellite Event-Driven UCITS Event Driven 4.1
Alma Platinum IV Oceanwood Opportunities Event Driven 1.5
Syquant Helium Selection Event Driven 0.8
IAM O’Connor Event Driven UCITS Fund Event Driven 0.6
Syquant Helium Performance Event Driven 0.6
Lumyna - PSAM Global Event UCITS Event Driven 0.2

Bottom Funds YTD

YTD
PrivilEdge – Amber Event Europe UCITS Event Driven 0.0
Lumyna - PSAM Global Event UCITS Event Driven 0.2
Syquant Helium Performance Event Driven 0.6
IAM O’Connor Event Driven UCITS Fund Event Driven 0.6
Syquant Helium Selection Event Driven 0.8
Alma Platinum IV Oceanwood Opportunities Event Driven 1.5
CIAM Satellite Event-Driven UCITS Event Driven 4.1
Hadron Alpha Select UCITS Event Driven 4.6
Lumyna - MY Asian Event-Driven UCITS Fund Event Driven 4.7
Odey Special Situations Event Driven 5.9

Largest Event Driven Funds

AUM
Syquant Helium Performance £1.1b
Lumyna - PSAM Global Event UCITS £615m
Syquant Helium Selection £415m
IAM O’Connor Event Driven UCITS ... £243m
Lumyna - MY Asian Event-Driven U... £156m

Largest Inflows (Q4'22 - Q4'21)

Change AUM
Syquant Helium Performance £175m £1.1b
Syquant Helium Selection £87m £415m
Alma Platinum IV Oceanwood Oppor... £77m £135m
PrivilEdge – Amber Event Europe ... £50m £150m
Odey Special Situations £17m £79m

Largest Outflows (Q4'22 - Q4'21)

Change AUM
Lumyna - PSAM Global Event UCITS £-200m £615m
CIAM Satellite Event-Driven UCITS £-81m £16m
Lumyna - MY Asian Event-Driven U... £-34m £156m
Hadron Alpha Select UCITS £-24m £6m
Petrus Advisers Special Situations £-13m £81m

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