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 1.9 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
Bantleon Event Driven Equities Event Driven 1.9
Lumyna - PSAM Global Event UCITS Event Driven 1.7
Lumyna - York Event Driven UCITS Event Driven 1.6
Lumyna - York Asian Event Driven UCITS Event Driven 1.1
Petrus Advisers Special Situations Event Driven 1.0
Hadron Alpha Select UCITS Event Driven 0.1

Bottom Funds YTD

YTD
Hadron Alpha Select UCITS Event Driven 0.1
Petrus Advisers Special Situations Event Driven 1.0
Lumyna - York Asian Event Driven UCITS Event Driven 1.1
Lumyna - York Event Driven UCITS Event Driven 1.6
Lumyna - PSAM Global Event UCITS Event Driven 1.7
Bantleon Event Driven Equities Event Driven 1.9

Largest New Launches (12M)

AUM
Bantleon Event Driven Equities £6m

Largest Event Driven Funds

AUM
Lumyna - PSAM Global Event UCITS £531m
CIAM Satellite Event-Driven UCITS £260m
Lumyna - York Asian Event Driven... £111m
Petrus Advisers Special Situations £75m
Lumyna - York Event Driven UCITS £47m

Largest Inflows (Q3'19 - Q3'18)

Change AUM
Petrus Advisers Special Situations £56m £75m
Petrus Advisers Special Situations £46m £75m
CIAM Satellite Event-Driven UCITS £35m £260m
CIAM Satellite Event-Driven UCITS £22m £260m
Lumyna - York Asian Event Driven... £3m £111m

Largest Outflows (Q3'19 - Q3'18)

Change AUM
Lumyna - York Asian Event Driven... £-40m £111m
Hadron Alpha Select UCITS £-16m £33m
Lumyna - York Event Driven UCITS £-10m £47m
Attractive Global Opportunites £-7m £9m
Hadron Alpha Select UCITS £-6m £33m

or Register for Free

  • Access the full universe of UCITS Hedge Funds and Absolute Return Funds.
  • Build and curate a watchlist.
  • View the latest research.
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.