Event Driven

Strategy Research, 03 Sep 2020

Index Research Funds

Sub Index - Event Driven

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2021 1.5 3.1 1.5 1.9 0.2 -0.3 -0.3 1.7 9.7
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
Hadron Alpha Select UCITS Event Driven 21.6
Petrus Advisers Special Situations Event Driven 21.3
Syquant Helium Selection Event Driven 8.7
CIAM Satellite Event-Driven UCITS Event Driven 7.3
Lumyna - PSAM Global Event UCITS Event Driven 6.5
Syquant Helium Performance Event Driven 5.1
PrivilEdge – Amber Event Europe Event Driven 4.2
Lumyna - York Asian Event Driven UCITS Event Driven -0.3

Bottom Funds YTD

YTD
Lumyna - York Asian Event Driven UCITS Event Driven -0.3
PrivilEdge – Amber Event Europe Event Driven 4.2
Syquant Helium Performance Event Driven 5.1
Lumyna - PSAM Global Event UCITS Event Driven 6.5
CIAM Satellite Event-Driven UCITS Event Driven 7.3
Syquant Helium Selection Event Driven 8.7
Petrus Advisers Special Situations Event Driven 21.3
Hadron Alpha Select UCITS Event Driven 21.6

Largest New Launches (12M)

AUM
IAM O’Connor Event Driven UCITS £77m

Largest Event Driven Funds

AUM
Syquant Helium Performance £866m
Lumyna - PSAM Global Event UCITS £663m
Syquant Helium Selection £254m
Lumyna - York Asian Event Driven... £205m
Petrus Advisers Special Situations £103m

Largest Inflows (Q2'21 - Q2'20)

Change AUM
Lumyna - PSAM Global Event UCITS £87m £663m
Lumyna - York Asian Event Driven... £67m £205m
PrivilEdge – Amber Event Europe £28m £91m
Petrus Advisers Special Situations £23m £103m
Hadron Alpha Select UCITS £13m £41m

Largest Outflows (Q2'21 - Q2'20)

Change AUM
Syquant Helium Performance £-164m £866m
CIAM Satellite Event-Driven UCITS £-37m £94m
Syquant Helium Selection £-12m £254m
AERA Fund SICAV Event Driven Op... £-5m £19m

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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.