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
2021 1.5 3.1 1.5 1.9 0.2 -0.3 -0.3 1.7 0.4 2.3 -1.3 11.2
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 23.5
Odey Special Situations Event Driven 21.2
Hadron Alpha Select UCITS Event Driven 17.2
Syquant Helium Selection Event Driven 11.2
Lumyna - PSAM Global Event UCITS Event Driven 8.1
Syquant Helium Performance Event Driven 6.4
PrivilEdge – Amber Event Europe Event Driven 5.9
CIAM Satellite Event-Driven UCITS Event Driven 3.7
Lumyna - York Asian Event Driven UCITS Event Driven -2.8

Bottom Funds YTD

YTD
Lumyna - York Asian Event Driven UCITS Event Driven -2.8
CIAM Satellite Event-Driven UCITS Event Driven 3.7
PrivilEdge – Amber Event Europe Event Driven 5.9
Syquant Helium Performance Event Driven 6.4
Lumyna - PSAM Global Event UCITS Event Driven 8.1
Syquant Helium Selection Event Driven 11.2
Hadron Alpha Select UCITS Event Driven 17.2
Odey Special Situations Event Driven 21.2
Petrus Advisers Special Situations Event Driven 23.5

Largest New Launches (12M)

AUM
IAM O’Connor Event Driven UCITS Fund £184m
Alma Platinum IV Oceanwood Opportunities £47m

Largest Event Driven Funds

AUM
Syquant Helium Performance £884m
Lumyna - PSAM Global Event UCITS £713m
Syquant Helium Selection £299m
Lumyna - York Asian Event Driven... £226m
IAM O’Connor Event Driven UCITS ... £184m

Largest Inflows (Q3'21 - Q3'20)

Change AUM
Lumyna - PSAM Global Event UCITS £149m £713m
Lumyna - York Asian Event Driven... £54m £226m
Syquant Helium Selection £51m £299m
Petrus Advisers Special Situations £34m £113m
PrivilEdge – Amber Event Europe £29m £94m

Largest Outflows (Q3'21 - Q3'20)

Change AUM
Syquant Helium Performance £-54m £884m
AERA Fund SICAV Event Driven Op... £-3m £19m
Hadron Alpha Select UCITS £-2m £37m

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