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
2019 1.8 0.9 0.4 1.0 -0.5 1.0 0.4 -0.5 0.1 0.0 5.3
2018 0.2 0.3 -1.2 0.1 0.4 -0.5 -1.7 -0.4 -0.4 -2.0 -0.5 -2.5 -7.3
2017 1.3 0.6 1.0 1.2 0.6 0.5 0.5 -0.1 0.0 0.4 -0.5 0.2 6.5
2016 -3.5 0.0 0.7 0.5 0.7 -3.2 1.0 0.5 0.6 -1.2 -0.2 1.3 -2.3
2015 -1.2 4.1 0.5 -0.6 2.9 -4.1 -1.3 -6.2 -4.5 1.8 -2.0 -2.8 -12.6
2014 0.3 3.4 -0.6 -0.4 1.3 2.1 -1.5 0.6 -2.6 -2.3 3.4 0.1 4.2
2013 2.9 0.5 2.5 0.5 2.7 -2.5 3.6 -0.6 1.7 1.8 2.1 2.6 19.6
2012 3.8 2.5 1.4 -0.6 -5.4 -2.6 -2.6 2.6 -1.6 1.1 2.1 2.1 3.1
2011 1.6 1.3 0.7 -0.3 -3.0 -2.0 -6.6 -4.8 3.7 0.8 0.3 -8.1
Download Index Return Series

Top Funds YTD

YTD
Lumyna - York Asian Event Driven... Event Driven 18.0
Petrus Advisers Special Situations Event Driven 15.5
Lumyna - York Event Driven UCITS Event Driven 6.6
Hadron Alpha Select UCITS Event Driven -2.1

Bottom Funds YTD

YTD
Hadron Alpha Select UCITS Event Driven -2.1
Lumyna - York Event Driven UCITS Event Driven 6.6
Petrus Advisers Special Situations Event Driven 15.5
Lumyna - York Asian Event Driven... Event Driven 18.0

Largest New Launches (12M)

AUM
Bantleon Event Driven Equities £5m

Largest Event Driven Funds

AUM
Lumyna - PSAM Global Event UCITS £495m
CIAM Satellite Event-Driven UCITS £260m
Lumyna - York Asian Event Driven... £78m
Petrus Advisers Special Situations £67m
Lumyna - York Event Driven UCITS £49m

Largest Inflows (Q3'19 - Q3'18)

Change AUM
Petrus Advisers Special Situations £46m £67m
CIAM Satellite Event-Driven UCITS £35m £260m
Hadron Alpha Select UCITS £-6m £39m
Attractive Global Opportunites £-7m £9m
Lumyna - York Event Driven UCITS £-10m £49m

Largest Outflows (Q3'19 - Q3'18)

Change AUM
Lumyna - York Asian Event Driven... £-40m £78m
Lumyna - York Event Driven UCITS £-10m £49m
Attractive Global Opportunites £-7m £9m
Hadron Alpha Select UCITS £-6m £39m

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