Event Driven

Strategy Research, 20 Sep 2021

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 -3.5
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
PrivilEdge – Amber Event Europe Event Driven 1.0
Syquant Helium Selection Event Driven -1.9
Syquant Helium Performance Event Driven -2.6
Lumyna - York Asian Event Driven UCITS Event Driven -2.8
IAM O’Connor Event Driven UCITS Fund Event Driven -3.2
Alma Platinum IV Oceanwood Opportunities Event Driven -4.2
Lumyna - PSAM Global Event UCITS Event Driven -4.7
Odey Special Situations Event Driven -6.6
Hadron Alpha Select UCITS Event Driven -9.8
CIAM Satellite Event-Driven UCITS Event Driven -13.1

Bottom Funds YTD

YTD
Petrus Advisers Special Situations Event Driven -15.8
CIAM Satellite Event-Driven UCITS Event Driven -13.1
Hadron Alpha Select UCITS Event Driven -9.8
Odey Special Situations Event Driven -6.6
Lumyna - PSAM Global Event UCITS Event Driven -4.7
Alma Platinum IV Oceanwood Opportunities Event Driven -4.2
IAM O’Connor Event Driven UCITS Fund Event Driven -3.2
Lumyna - York Asian Event Driven UCITS Event Driven -2.8
Syquant Helium Performance Event Driven -2.6
Syquant Helium Selection Event Driven -1.9

Largest New Launches (12M)

AUM
Alma Platinum IV Oceanwood Opportunities £76m

Largest Event Driven Funds

AUM
Syquant Helium Performance £1.1b
Lumyna - PSAM Global Event UCITS £822m
Syquant Helium Selection £355m
IAM O’Connor Event Driven UCITS ... £251m
Lumyna - York Asian Event Driven... £187m

Largest Inflows (Q1'22 - Q1'21)

Change AUM
Syquant Helium Performance £269m £1.1b
Lumyna - PSAM Global Event UCITS £214m £822m
IAM O’Connor Event Driven UCITS ... £180m £251m
Syquant Helium Selection £122m £355m
PrivilEdge – Amber Event Europe £41m £124m

Largest Outflows (Q1'22 - Q1'21)

Change AUM
CIAM Satellite Event-Driven UCITS £-18m £73m
Hadron Alpha Select UCITS £-18m £22m
Petrus Advisers Special Situations £-14m £86m
AERA Fund SICAV Event Driven Op... £-4m £19m

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